Insurance Agent - Personal Lines

The Baldwin Group is an award-winning entrepreneur‑led insurance brokerage firm delivering expertly crafted Commercial Insurance, Risk Management, Private Insurance, Employee Benefits, Asset and Income Protection, and Risk Mitigation strategies to clients across the U.S. and abroad. Position Summary The Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals, building and maintaining relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. Primary Responsibilities Sells new accounts and renews existing accounts in line with firm and individual goals. Builds and maintains relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. Present proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and the service team in an articulate and effective manner. Finalizes the sale, collects necessary documents and applications, and briefs the service team on the policy sale. Develops prospects by engaging in community affiliations, attending insurance company partner hosted seminars, and networking events, leading to referrals from current accounts. Prepares 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. Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm. Positively represents the firm in the community and with our insurance company partners. Performs other functions as assigned by leadership. Identifies opportunities to improve the firm, business segment, and processes, and brings issues and discrepancies to appropriate leadership. Meets monthly new business goals. Knowledge, Skills & Abilities Maintains all required licenses as mandated by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in the states where the firm operates. Must have an active 2‑20 license or be willing and able to obtain all required licenses within the first 90 days of employment. Perks of Working at The Baldwin Group 15 PTO days, plus up to 12 federal holidays. Comprehensive health benefits package. 401(k) with company matching. Equal Employment Opportunity Statement The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #J-18808-Ljbffr