**Will consider hybrid/remote with the right experience BUT must be able to attend a monthly sales meeting in Kingston, MA office**
Responsibilities
Manage company-provided leads while identifying cross-sell and upsell opportunities to drive business growth.
Generate referrals and cultivate long-term client relationships through centers of influence and strategic referral partnerships
Present insurance proposals in a professional and consultative manner, reviewing coverages in detail to ensure client understanding and confidence in recommended solutions
Communicates effectively and professionally with clients, prospects, insurance company partners, and internal service team members through phone, email, and virtual meetings.
Finalizes sales by collecting required documentation, applications, and signatures while ensuring a seamless transition to the service team.
Builds trust quickly with prospective clients by identifying needs, overcoming objections, and providing tailored insurance solutions.
Maintains strong follow-up discipline and pipeline management to maximize conversion opportunities and client retention.
Prepares recommendations and coverage solutions for prospective accounts while adhering to agency policies and carrier underwriting guidelines.
Maintains a high level of accuracy, organization, and attention to detail in all client and carrier interactions to minimize errors and omissions exposure.
Maintains current knowledge of insurance products, industry trends, and underwriting guidelines for carrier partners represented by the firm.
Represents the firm professionally within the community and in all interactions with clients and insurance company partners.
Identifies opportunities to improve workflow, processes, and overall business performance while contributing positively to team culture.
Meets or exceeds monthly new business production goals and performance expectations.
Performs additional duties and responsibilities as assigned by leadership.
Compensation & Growth Opportunity
Base salary starting at $50,000 annually.
Monthly commission opportunities with uncapped earning potential.
Performance-based bonus opportunities.
Equity and long-term growth opportunities available for high performers.
Opportunity to grow within a fast-paced, relationship-driven organization focused on professional development and career advancement.
Requirements
Active Property & Casualty License required
Minimum of 2 years of personal lines insurance experience required.
Proven sales background with a track record of meeting or exceeding production goals.
Strong phone sales and relationship-building skills with the ability to confidently lead conversations and close business.
Excellent verbal and written communication skills.
Strong emotional intelligence and the ability to build rapport quickly with a wide range of personalities.
Comfortable handling high call volume, follow-up activity, and pipeline management in a fast-paced environment.
Strong technical and computer skills, including proficiency with CRM systems, agency management platforms, email, and virtual communication tools.
Highly organized with strong attention to detail and time management skills.
Self-motivated, competitive, coachable, and goal-oriented mindset. Ability to work independently while also contributing positively within a team environment.
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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 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 and Casualty License
- Minimum of 2 years of personal lines insurance experience
- Proven sales background with a record of meeting or exceeding production goals
- Strong phone sales and relationship-building skills, including the ability to lead conversations and close business
- Excellent verbal and written communication skills
- Strong emotional intelligence and ability to build rapport with varied personalities
- Comfort handling high call volume, follow-up activity, and pipeline management
- Strong technical and computer skills, including CRM systems, agency management platforms, email, and virtual communication tools
- Strong organization, attention to detail, and time management skills
- Self-motivated, competitive, coachable, and goal-oriented mindset
- Ability to work independently and contribute positively within a team environment
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
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℠.
