Note: The job is a remote job and is open to candidates in USA. The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in various insurance and risk management services. The Advisor - Inside Sales - Personal Lines role involves managing leads, generating referrals, and presenting insurance proposals while building long-term client relationships.
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
Skills
- 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
Benefits
- 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.
Company Overview