Hybrid/Remote Personal Lines Insurance Advisor – Growth

The Baldwin Group; United States; Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Equity opportunities

Monthly commissions

Performance-based bonus

Career growth

Job summary

The Baldwin Group is a leading insurance brokerage offering Commercial, Private, Employee Benefits, and Risk Management solutions across the U.S. The role focuses on managing leads, closing sales, and growing client relationships in a fast-paced, relationship-driven environment.

Hybrid/remote options are available with the right experience, but monthly sales meetings must be attended in Kingston, MA. Base salary starts at $50,000 with monthly commissions and performance bonuses, plus equity

Qualifications

• Active Property & Casualty license required.
• Minimum of 2 years of personal lines insurance experience.
• Proven sales record with meeting or exceeding goals.
• Strong phone sales and relationship-building skills.

Responsibilities

• Manage company-provided leads and identify cross-sell and upsell opportunities.
• Generate referrals and build long-term client relationships through partnerships.
• Present insurance proposals and review coverages with clients.
• Communicate via phone, email, and virtual meetings with clients and partners.
• Finalize sales by collecting documentation and signatures for service handoff.
• Maintain pipeline and follow-up to maximize conversions and retention.
• Prepare coverage recommendations adhering to policy and carrier guidelines.
• Maintain accuracy and attention to detail in client and carrier interactions.

Skills

Active license knowledge

Personal lines sales

Phone sales

Relationship building

Communication skills

Time management

Emotional intelligence

Tools

CRM systems

Agency management platforms

Email

Video/virtual meeting tools

Job description

The Baldwin Group is a leading insurance brokerage offering Commercial, Private, Employee Benefits, and Risk Management solutions across the U.S. The role focuses on managing leads, closing sales, and growing client relationships in a fast-paced, relationship-driven environment.

Hybrid/remote options are available with the right experience, but monthly sales meetings must be attended in Kingston, MA. Base salary starts at $50,000 with monthly commissions and performance bonuses, plus equity