Insurance Associate Advisor - 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 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:

• The Associate Advisor will work to gain knowledge of personal lines of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, you will begin with an in-depth training program and will have exposure to existing clients with the opportunity to be mentored by experienced Advisors. This role will learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions.

Primary Responsibilities:

• Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients.

• Identify and generate new sales opportunities through analysis and discovery

• Participate in sales meetings to review sales activities and prospective customers with leadership

• Develop a full working knowledge of personal lines products and procedures.

• Learns to present proposals in a professional manner, reviewing coverages in detail to ensure understanding.

• Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved.

Education & Experience Requirements:

• License(s): 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 first 90 days of employment required

Knowledge, Skills & Abilities Required:

• Excellent communication and presentation skills

• Strong ability to persuade, motivate and influence others

• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

Perks of Working with The Baldwin Group:

• Exposure and mentorship from a highly successful Advisor

• Medical, dental, vision, 401k benefit packages

• Sign on bonus of company stock

• Career path to Partner with additional equity opportunities

• Generous PTO plan and 12 paid holidays

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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.