Insurance Advisor - Personal Lines

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 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.

_ Will consider hybrid/remote with the right experience BUT must be able to attend a monthly sales meeting in Kingston, MA office _

Responsibilities

• Manage company-provided leads while identifying cross-sell and upsell opportunities to drive business growth.
• Generate referrals and cultivate long-term client relationships through centers of influence and strategic referral partnerships
• Present insurance proposals in a professional and consultative manner, reviewing coverages in detail to ensure client understanding and confidence in recommended solutions
• Communicates effectively and professionally with clients, prospects, insurance company partners, and internal service team members through phone, email, and virtual meetings.
• Finalizes sales by collecting required documentation, applications, and signatures while ensuring a seamless transition to the service team.
• Builds trust quickly with prospective clients by identifying needs, overcoming objections, and providing tailored insurance solutions.
• Maintains strong follow-up discipline and pipeline management to maximize conversion opportunities and client retention.
• Prepares recommendations and coverage solutions for prospective accounts while adhering to agency policies and carrier underwriting guidelines.
• Maintains a high level of accuracy, organization, and attention to detail in all client and carrier interactions to minimize errors and omissions exposure.
• Maintains current knowledge of insurance products, industry trends, and underwriting guidelines for carrier partners represented by the firm.
• Represents the firm professionally within the community and in all interactions with clients and insurance company partners.
• Identifies opportunities to improve workflow, processes, and overall business performance while contributing positively to team culture.
• Meets or exceeds monthly new business production goals and performance expectations.
• Performs additional duties and responsibilities as assigned by leadership.

Compensation & Growth Opportunity

• Base salary starting at $50,000 annually.
• Monthly commission opportunities with uncapped earning potential.
• Performance-based bonus opportunities.
• Equity and long-term growth opportunities available for high performers.
• Opportunity to grow within a fast-paced, relationship-driven organization focused on professional development and career advancement.

Requirements

• Active Property & Casualty License required
• Minimum of 2 years of personal lines insurance experience required.
• Proven sales background with a track record of meeting or exceeding production goals.
• Strong phone sales and relationship-building skills with the ability to confidently lead conversations and close business.
• Excellent verbal and written communication skills.
• Strong emotional intelligence and the ability to build rapport quickly with a wide range of personalities.
• Comfortable handling high call volume, follow-up activity, and pipeline management in a fast-paced environment.
• Strong technical and computer skills, including proficiency with CRM systems, agency management platforms, email, and virtual communication tools.
• Highly organized with strong attention to detail and time management skills.
• Self-motivated, competitive, coachable, and goal-oriented mindset. Ability to work independently while also contributing positively within a team environment.

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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.

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.