Licensed Sales Agent - Personal Lines
The Baldwin Group, The Villages, FL, United States
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 throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and 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.
Overview With exclusive access to The Villages residents and a focus on personal lines, you\'ll have the chance to work closely with clients in a thriving community and make a real impact on their insurance needs. By joining our team, you\'ll have the opportunity to collaborate with clients and pursue personal and professional growth. We value teamwork, innovation, and a dedication to client service, making our firm an exciting place to advance your career. If you\'re passionate about insurance, community engagement, and continuous improvement, we want to hear from you!
Principal Responsibilities
Gathers information and develops tailored recommendations for prospective clients
Presents proposals professionally and reviews coverages in detail to ensure understanding
Communicates effectively with clients, prospects, insurance company partners, and the service team
Finalizes sales, coordinates deposits, and briefs the service team on policy details
Demonstrates a strong concern for accuracy, timeliness, and completion in all interactions
Maintains up-to-date knowledge of the insurance industry and underwriting criteria
Meets monthly new business goals and positively represents the firm in the community
Identifies opportunities for improvement within the firm and business processes
Collaborates with leadership to address any issues or discrepancies
Education, Experience, Skills And Abilities Requirements
Licensed in personal lines and ready to kick start your career or seeking a firm that offers benefits, career opportunities, and a fast-paced environment
Amazing customer service skills and ability to explain personal coverages (homes, autos, golf carts, personal umbrella)
Self-starter with the ability to influence others through effective verbal and written presentation skills
Intermediate to advanced knowledge of Microsoft Word and Excel
Ability to learn appropriate insurance company and firm software systems
Demonstrates the firm’s core values and behavior aligned with the corporate culture
Why Work for The Baldwin Group?
Eligible for The Villages Charter School enrollment
401k matching and benefits package
Adoption Assistance Program eligibility
Paid Parental Leave
Competitive PTO plan with 12 paid holidays
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 will not be considered.
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Overview With exclusive access to The Villages residents and a focus on personal lines, you\'ll have the chance to work closely with clients in a thriving community and make a real impact on their insurance needs. By joining our team, you\'ll have the opportunity to collaborate with clients and pursue personal and professional growth. We value teamwork, innovation, and a dedication to client service, making our firm an exciting place to advance your career. If you\'re passionate about insurance, community engagement, and continuous improvement, we want to hear from you!
Principal Responsibilities
Gathers information and develops tailored recommendations for prospective clients
Presents proposals professionally and reviews coverages in detail to ensure understanding
Communicates effectively with clients, prospects, insurance company partners, and the service team
Finalizes sales, coordinates deposits, and briefs the service team on policy details
Demonstrates a strong concern for accuracy, timeliness, and completion in all interactions
Maintains up-to-date knowledge of the insurance industry and underwriting criteria
Meets monthly new business goals and positively represents the firm in the community
Identifies opportunities for improvement within the firm and business processes
Collaborates with leadership to address any issues or discrepancies
Education, Experience, Skills And Abilities Requirements
Licensed in personal lines and ready to kick start your career or seeking a firm that offers benefits, career opportunities, and a fast-paced environment
Amazing customer service skills and ability to explain personal coverages (homes, autos, golf carts, personal umbrella)
Self-starter with the ability to influence others through effective verbal and written presentation skills
Intermediate to advanced knowledge of Microsoft Word and Excel
Ability to learn appropriate insurance company and firm software systems
Demonstrates the firm’s core values and behavior aligned with the corporate culture
Why Work for The Baldwin Group?
Eligible for The Villages Charter School enrollment
401k matching and benefits package
Adoption Assistance Program eligibility
Paid Parental Leave
Competitive PTO plan with 12 paid holidays
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 will not be considered.
#J-18808-Ljbffr