What are the responsibilities and job description for the Insurance Agent - Personal Lines position at The Baldwin Group?
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.
Position Summary
Click here for some insight into our culture!
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.
Position Summary
- As an Advisor, you’ll be the trusted partner who helps clients protect what matters most. You’ll sell new accounts, renew existing ones, and build lasting relationships—all while achieving personal and firm goals. This is more than a sales role; it’s an opportunity to become a valued resource in your community and industry.
- Consult & Advise: Present proposals with confidence, clearly explaining coverage options so clients feel informed and secure.
- Close Deals: Finalize sales, collect documentation, and ensure a smooth handoff to the service team.
- Grow Your Network: Develop prospects through community involvement, networking events, referrals, and industry partnerships.
- Stay Ahead: Maintain deep knowledge of insurance products and underwriting criteria to provide expert guidance.
- Represent with Pride: Be the face of our firm in the community and with insurance partners.
- Drive Results: Meet monthly new business goals while continuously looking for ways to improve processes and client experience.
- Licensed & Ready: Hold an active 2-20 state insurance license.
- Tech-Savvy: Comfortable with Microsoft Office and quick to learn new software.
- Self-Starter: Strong communication and presentation skills with the ability to influence and build trust.
- Detail-Oriented: Organized, accurate, and committed to delivering exceptional service.
- Generous Time Off: 15 PTO days up to 12 paid federal holidays.
- Comprehensive Benefits: Health, dental, vision, and more.
- Retirement Ready: 401(k) with company match.
- Rewarding Compensation: Competitive base salary plus monthly bonus opportunities.
- Culture That Cares: Join a team that values integrity, collaboration, and community impact
Click here for some insight into our culture!
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.