Advisor - Personal Lines

The Baldwin Group; United States; Remote; USD 50,000 - 90,000; Full time

Benefits offered by this job

Uncapped earnings potential

Professional development

Job summary

The Baldwin Group in the United States is seeking an Insurance Advisor who thrives on building relationships, selling solutions, and delivering exceptional client experiences. This role focuses on growing a measurable book of business, closing new accounts, and partnering with a service team to ensure a seamless client journey.

You will meet client needs with customized coverage, stay current on products and underwriting guidelines, and represent the agency professionally in the community and

Qualifications

• Active Property & Casualty Insurance License is required.
• Previous insurance sales or consultative sales experience preferred.
• Ability to travel locally for client meetings, networking events, and community involvement

Responsibilities

• Generate new business while managing and renewing existing client accounts.
• Meet with clients to understand their insurance needs and recommend customized coverage solutions.
• Present insurance proposals clearly and professionally, ensuring clients understand their coverage options.
• Close new business and collect all required applications and documentation.
• Partner closely with the service team to ensure a seamless client experience after the sale.
• Develop new business opportunities through networking, referrals, community involvement, and industry events.
• Build strong relationships with insurance carrier partners and local centers of influence.
• Stay current on insurance products, underwriting guidelines, and industry trends.
• Maintain accurate client records and documentation while following agency procedures.
• Consistently meet or exceed monthly new business goals.
• Represent the agency professionally within the community and with carrier partners

Skills

Sales experience

Relationship building

Communication skills

Detail oriented

Microsoft Office proficiency

Networking

Education

Active Property & Casualty Insurance License

Tools

Agency management systems

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial and Personal Lines 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 a motivated sales professional who thrives on building relationships and helping clients find the right insurance solutions? We're looking for an Insurance Advisor who is driven to grow a book of business, deliver exceptional client experiences, and make a lasting impact in the community.

This is an excellent opportunity for a self-starter who enjoys networking, closing business, and being rewarded for their performance.

Job Description

• Generate new business while managing and renewing existing client accounts
• Meet with clients to understand their insurance needs and recommend customized coverage solutions
• Present insurance proposals clearly and professionally, ensuring clients understand their coverage options
• Close new business and collect all required applications and documentation
• Partner closely with the service team to ensure a seamless client experience after the sale
• Develop new business opportunities through networking, referrals, community involvement, and industry events
• Build strong relationships with insurance carrier partners and local centers of influence
• Stay current on insurance products, underwriting guidelines, and industry trends
• Maintain accurate client records and documentation while following agency procedures
• Consistently meet or exceed monthly new business goals
• Represent the agency professionally within the community and with carrier partners

Experience

• Strong sales, relationship-building, and communication skills
• Self-motivated with the ability to work independently and manage a pipeline
• Organized with exceptional attention to detail
• Ability to thrive in a fast-paced, goal-oriented environment
• Professional verbal and written communication skills
• Comfortable using Microsoft Office and learning agency management systems
• Positive attitude and commitment to delivering outstanding customer service

Qualifications

• Active Property & Casualty Insurance License
• Previous insurance sales or consultative sales experience preferred
• Ability to travel locally for client meetings, networking events, and community involvement
• Valid driver's license

Why Join Us?

• Competitive compensation with uncapped earning potential
• Opportunity to build a long-term book of business
• Supportive team environment with dedicated service staff
• Professional development and ongoing training
• Career growth opportunities within a respected and growing agency

If you're passionate about helping clients, enjoy building relationships, and are ready to grow your career in insurance sales, we'd love to hear from you.

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.