Advisor - Personal Lines

The Baldwin Group; Destin, Northern (FL, KY); Hybrid; USD 52,000 - 78,000; Full time

Job summary

The Baldwin Group in Destin, Florida is seeking an Advisor - Personal Lines to grow and service client accounts. This role focuses on selling and renewing policies while building strong relationships with clients, prospects, our service team, and carrier partners.

You will present proposals, explain coverages clearly, coordinate with partners, and pursue new business through community involvement, referrals, and networking.

Responsibilities

• Sells new accounts and renews existing accounts in line with firm and individual goals.
• Presents proposals, reviews coverages to ensure understanding.
• Communicates with clients, prospects, service team, and insurance company partners effectively.
• Finalizes the sale and collects necessary documents, briefs service team on the policy sale.
• Develops prospects through community involvement, seminars, networking, and referrals.
• Develops information and recommendations for prospective accounts and presents proposals in line with firm policies.
• Maintains accuracy, timeliness and high attention to detail when interacting with clients, firm, and partners.
• Keeps knowledge of the insurance industry and underwriting criteria for firm partners.
• Positively represents the firm in the community and with our insurance company partners.
• Performs other functions as assigned and aims to meet monthly new business goals.

Job description

## Advisor - Personal LinesApply: Destin, Florida, US: Full time: Posted Yesterday: JR110324The Risk Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.PRIMARY RESPONSIBILITIES:• The Risk Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.• Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.• Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.• Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building, and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.• Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account.• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the Firm, and Insurance Company Partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with a high attention to detail.• Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.• Positively represents the firm in the community and with our insurance company partners.• Performs other functions as assigned by leadership.• Looks for opportunities to improve the firm, business segment, and processes.• Brings issues and discrepancies to the attention of appropriate leadership.• Is expected to meet monthly new business goals.KNOWLEDGE, SKILLS & ABILITIES:• Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment requiredEDUCATION & EXPERIENCE: