- Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding.
- Finalizes the sale, coordinates the collection of deposits or premiums, arranges for binders and certificates, and briefs the service team on the policy sale.
- Meets or exceeds monthly new business goals.
- Develops prospects by becoming affiliated with community organizations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts.
- Develops information and recommendations for prospective clients, presents proposals and adheres to the organization’s policies and procedures for writing a new account.
- Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the organization and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
- Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved.
- Identifies and solicits sales prospects from various sources.
- Positively represents the Firm and Insurance Company Partners in the community.
- Performs other functions as assigned by leadership.
- Look for opportunities to improve the organization, business segment, and processes. Brings issues and discrepancies to appropriate leadership.
- 3 to 5 years of relevant professional experience.
- Currently has a state insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions.
- Self-starter with the ability to influence others through effective verbal and written presentation skills.
- Moderate to advanced knowledge of Microsoft Word and Excel (preferred, but not required).
- Moderate to advanced knowledge of Salesforce (preferred, but not required).
- Ability to learn appropriate insurance company and firm software systems.
- Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.
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.
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.
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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.
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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.
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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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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℠.
