Note: The job is a remote job and is open to candidates in USA. The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm delivering expert insurance solutions. They are seeking a motivated Insurance Advisor to generate new business, manage existing client accounts, and provide exceptional client experiences in the personal lines sector.
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
- Active Property & Casualty Insurance License
- Ability to travel locally for client meetings, networking events, and community involvement
- Valid driver's license
- 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
- Previous insurance sales or consultative sales experience preferred
Benefits
- Competitive compensation with uncapped earning potential - 100K+ depending on performance
- 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
Company Overview