Advisor – Personal Lines

🕒 Julho 24

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of The Baldwin Group

The Baldwin Group

1001 - 5000 funcionários

💼 Consultoria

🏥 Saúde

⚖️ Jurídico

💰 $170.000.000 Post IPO debt em 2023-10

Consulting • Healthcare • Legal

O Baldwin Group é uma empresa nacional de consultoria especializada em gestão de riscos e corretagem de seguros, oferecendo soluções abrangentes para empresas e indivíduos. A empresa fornece seguros comerciais, benefícios para funcionários, consultoria de aposentadoria, serviços de gestão de riscos privados e de patrimônio, além de ofertas especiais como resseguros e MGAs, desenvolvendo estratégias personalizadas para proteger ativos e apoiar o crescimento. A empresa enfatiza a colaboração, insights de mercado e planos personalizados para empresas de diversos setores, assim como para pessoas de alto poder aquisitivo.

Descrição

• 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

🎯 Requisitos

• Active Property & Casualty Insurance License • Previous insurance sales or consultative sales experience preferred • Ability to travel locally for client meetings, networking events, and community involvement • Valid driver's license

🏖️ Benefícios

• Competitive compensation with uncapped earning potential • 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

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