Insurance Agent - Personal Lines

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 industryexpertise, 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:The Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build andmaintainrelationships with clients, prospects, the service team, insurance company partners, and centers of influence whileidentifyingandsolicitingsales prospects.

Primary Responsibilities: 

• The Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build andmaintainrelationships with clients, prospects, the service team, insurance company partners, and centers of influence whileidentifyingandsolicitingsales prospects.

• Presents proposals in a professional manner, reviewingcoveragesin detail to ensure understanding.

• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.

• Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale.

• Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building, andmaintainingrelationships with industry contacts, engaging in networking events and through referrals from current accounts.

• Develops information and recommendations for prospective accounts, presentsproposalsand 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 whiledemonstratingstrong organizational skills with a high attention to detail.

• Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicatetoall involved.

• Positivelyrepresentsthe firm in the community and with our insurance company partners.

• Performs other functions as assigned by leadership.

• Looks for opportunities to improve the firm, business segment, and processes.

• Brings issues and discrepancies to the attention ofappropriate leadership.

• Is expected to meet monthly new businessgoals.

Knowledge, Skills & Abilities:

• Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first90 daysof employmentrequired.

• An active 2-20 license is required.

Perks of Working at The Baldwin Group:

• 15 PTO days, plus up to 12 federal holidays 

• Complete health benefits package 

• 401K with company matching 

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