Insurance Associate Advisor - Personal Lines

Posted 17 Days Ago
Be an Early Applicant
Nantucket, MA, USA
In-Office
Entry level
Insurance
The Role
The Associate Advisor will learn about personal lines of insurance, generate sales opportunities, grow a book of business, and retain clients. The role involves training, proposal presentation, and understanding insurance products and underwriting criteria.
Summary Generated by Built In

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

#LI-SL1

IND1

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

  • Maintains required licenses from State Department of Insurance
  • Excellent communication and presentation skills
  • Strong ability to persuade, motivate and influence others

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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