Personal Lines Insurance Advisor - The Villages

Baldwin Group Colleague•The Villages, FL

About The Position

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Are you ready to kickstart your career in the insurance industry or take your expertise to the next level? Look no further! We are thrilled to announce that we have exciting opportunities available for early-career s and seasoned advisors in one of our several Villages offices . With exclusive access to The Villages residents and a focus on personal lines, you'll have the chance to work closely with clients in a thriving community and make a real impact on their insurance needs. By joining our team, you'll have the chance to work with exclusive access to The Villages residents, offering unique opportunities for personal and professional growth. We value teamwork, innovation, and a dedication to client service, making our firm an exciting place to advance your career. If you're passionate about insurance, community engagement, and continuous improvement, we want to hear from you!

Requirements

If you're licensed in personal lines and ready to kick start your career or looking for a firm that offers amazing benefits, career opportunities and a fun and fast paced environment, then apply now
Must have amazing customer service skills and enjoy helping people covering their homes, autos, golf carts and explaining personal umbrella coverages
Self-starter with the ability to influence others through effective verbal and written presentation skills.
Intermediate to advanced knowledge of Microsoft Word and Excel.
Ability to learn appropriate insurance company and firm software systems.
Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.

Responsibilities

Gathers information and develops tailored recommendations for prospective clients
Presents proposals professionally and reviews coverages in detail to ensure understanding
Communicates effectively with clients, prospects, insurance company partners, and the service team
Finalizes sales, coordinates deposits, and briefs the service team on policy details
Demonstrates a strong concern for accuracy, timeliness, and completion in all interactions
Maintains up-to-date knowledge of the insurance industry and underwriting criteria
Meets monthly new business goals and positively represents the firm in the community
Identifies opportunities for improvement within the firm and business processes
Collaborates with leadership to address any issues or discrepancies