Outside Advisor - Personal Lines
Role Overview
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
Key Skills for This Role
Full Job Posting
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
- Active Property & Casualty Insurance License
- 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. The starting pay for this position is $65,000+. Salary is negotiable at time of hire.
- IND1
- 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.
Qualifications:
- Previous insurance sales or consultative sales experience preferred
- #LI-KL1
- 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.
Preferred Qualifications
- Previous insurance sales or consultative sales experience preferred
About The Baldwin Group
Independent insurance distribution and risk management firm.
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