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Baldwin Group

Tailored insurance and risk management solutions

Outside Advisor - Personal Lines

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeKingston, MA, USA$65k

About the Job

Requirements

  • Strong sales, relationship-building, and communication skills.
  • Self-motivation and the ability to work independently and manage a pipeline.
  • Organization and attention to detail.
  • Professional verbal and written communication skills.
  • Comfort using Microsoft Office and learning agency management systems.
  • An active Property & Casualty insurance license.
  • A valid driver's license.
  • Ability to travel locally for client meetings, networking events, and community involvement.

Responsibilities

  • 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.

Desired Qualifications

  • Previous insurance sales or consultative sales experience.

About the Company

Baldwin Group

Tailored insurance and risk management solutions

Baldwin Group provides customized insurance and risk-management services for individuals, families, and businesses. It offers digital embedded renters coverage, high-value homeowners insurance, and business protections such as cyber liability and habitational property, all through a network of agents, brokers, wholesalers, and brand partners. The company stands out by pairing consumer and commercial insurance under one umbrella and by running Juniper Re, a specialist reinsurance brokerage started in 2023. Its goal is to reduce complexity in risk management and help clients stay protected and supported through fast, technology-enabled service.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Tampa, FL
Founded
2011

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