Advisor - Personal Lines

Reposted 4 Days Ago
Be an Early Applicant
Hiring Remotely in US
Remote
Junior
Insurance
The Role
Sell and service personal lines insurance: generate new business, manage renewals and client accounts, recommend coverage, close sales, collect documentation, coordinate with service team, cultivate carrier and community relationships, meet monthly new business goals, and maintain accurate client records.
Summary Generated by Built In
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial and Personal Lines 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.
Are you a motivated sales professional who thrives on building relationships and helping clients find the right insurance solutions? We're looking for an Insurance Advisor who is driven to grow a book of business, deliver exceptional client experiences, and make a lasting impact in the community.
This is an excellent opportunity for a self-starter who enjoys networking, closing business, and being rewarded for their performance.

Job 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

Experience:

  • 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

Qualifications:

  • 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

Why Join Us?

  • 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

If you're passionate about helping clients, enjoy building relationships, and are ready to grow your career in insurance sales, we'd love to hear from you.

#LI-KL1 

IND1 

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Click here for some insight into our culture!

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.

Skills Required

  • Active Property & Casualty Insurance License
  • Valid driver's license
  • Previous insurance sales or consultative sales experience
  • Comfortable using Microsoft Office
  • Ability to learn and use agency management systems
  • Strong sales, relationship-building, and communication skills
  • Self-motivated and able to work independently and manage a pipeline
  • Organized with exceptional attention to detail
  • Ability to travel locally for client meetings and events
  • Positive attitude and commitment to delivering outstanding customer service

The Baldwin Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.

  • Healthcare Strength Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
  • Leave & Time Off Breadth Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
  • Equity Value & Accessibility Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.

The Baldwin Group Insights

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The Company
HQ: Tampa, Florida
3,080 Employees

What We Do

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.

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