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: What is an Insurance Advisor?
Insurance Advisor is the title we use here in our Charlotte Sales and Technology hub. We are licensed Insurance Agents.
Under close supervision, closes targeted number of sales from leads, prospects and policyholders to achieve auto, property, and specialty sales targets in a sales center environment.
As a top 20 Insurance Broker you will have access to multiple carriers to provide your prospects with the best coverages at the best pricing.
This is a base pay plus commission compensation structure!
Principal Responsibilities:
Handle inbound calls and make outbound calls to leads, consult with customers on their insurance needs and match the correct coverages, products and benefits to convert leads into customers. We provide all of your leads.
Assesses customer’s insurance needs and suggest/advise products and coverage’s based on a need/exposure assessment. Conducts need/exposure assessments involves interviewing prospective clients to obtain data about their financial resources and needs, the physical condition of their person or property to be insured, claims history and coverage gaps..
Finalizes the sale, coordinates collection of deposits, arranges for binders and certificates, and briefs the service team on the policy sale.
Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients.
Maintains understanding and knowledge of insurance and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
Knowledge, Skills, and Abilities:
Comfortable making calls and talking to people on the phone all day
Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers
Persuasive and goal-oriented
Possesses an energetic, outgoing, and friendly demeanor
Eager to expand company with new sales
Self-motivated and self-directed
Able to multitask, prioritize, and manage time efficiently
Tenacity to handle rejection and continue on with a positive attitude when reaching next potential client
Knowledge of sales process from initiation to close
Previous experience in outbound call center, inside sales experience, or related sales experience preferred but willing to talk with outgoing people
Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) and CRM/Salesforce experience preferred
We will take care of all licensing and you will be paid for all studying and taking a 40 hour online course all about property and casualty insurance – There is a test at the end of the process to earn your P&C license
This is a base pay ($41,600) plus commission.
This is not a remote position. Our Address is 7910 Microsoft Way Charlotte, NC 28277
Must be available to work Monday-Friday 8-5 and one Saturday per month 9-1.
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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 accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
- BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
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
- Previous experience in outbound call center, inside sales experience, or related sales experience preferred
- Excellent verbal and written communication skills
- Strong computer skills, including Microsoft Office Suite and CRM/Salesforce experience preferred
- Knowledge of sales process from initiation to close
- Self-motivated and self-directed
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 — Feedback suggests health coverage is comprehensive, with multiple plan options, HSA/FSA, telemedicine, mental-health support, and company-paid life and disability. These offerings are often viewed as a solid part of the total rewards package.
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Leave & Time Off Breadth — Feedback suggests time-off policies include flexible or “unlimited PTO” in some areas, though usage can depend on workload and team norms. Where practical use is supported, this breadth is perceived positively.
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Wellbeing & Lifestyle Benefits — Feedback points to wellness incentives that can reduce out-of-pocket medical costs and access to an EAP alongside 24/7 telemedicine. These lifestyle supports complement core medical coverage and learning reimbursements.
The Baldwin Group Insights
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℠.
