Personal Lines Advisor

🕒 June 18

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $170M Post IPO debt on 2023-10

Finance • B2B

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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