Job details

Licensed Insurance Agent - 220 or 2044

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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.

The Advisor sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects.

PRIMARY RESPONSIBILITIES:

Gathers information and develops recommendations for prospective clients, presents proposals in a professional manner by reviewing coverages in detail to ensure understanding, while adhering to firm policies and procedures.
Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
Finalizes the sale, coordinates collection of deposits, arranges for binders and certificates, and briefs the service team on the policy sale.
Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
Maintains understanding and knowledge of insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
Expected to meet monthly new business goals.
Positively represents the firm and our insurance company partners in the community.
Performs other functions as assigned by leadership.
Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.

KNOWLEDGE, SKILLS & ABILITIES:

Intermediate to advanced knowledge of Microsoft Word, Excel, Publisher, and PowerPoint, and the ability to learn any other appropriate insurance company and firm software programs.
Demonstrates core values, exuding behavior that is aligned with corporate culture.

EDUCATION & EXPERIENCE:

Obtain and maintain a 2-20 or 20-44 state insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions.
Experience negotiating, structuring, and issuing personal lines policies; high-net worth experience is preferred.
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, exuding behavior that is aligned with the corporate culture.

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.

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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.

Average salary estimate

$65000 / YEARLY (est.)

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max

$50000K

$80000K

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What You Should Know About Licensed Insurance Agent - 220 or 2044, Baldwin Risk Partners

Join The Baldwin Group as a Licensed Insurance Agent and be part of a highly respected insurance brokerage that sets the standard in Commercial Insurance and Risk Management. Based in the beautiful community of The Villages, Florida, our agency is driven by a passion for delivering tailored solutions to our diverse clientele. As a Licensed Insurance Agent, your primary goal will be to build relationships with both existing and prospective clients while navigating through our comprehensive product offerings. In this role, you will gather essential information, present customized proposals, and work closely with our skilled service team and insurance partners to meet all client needs. Your persuasive communication skills will be invaluable as you finalize sales, coordinate with clients and ensure all policies are perfectly prepared. We pride ourselves on fostering a culture of collaboration, where attention to detail and aiming for perfection are prioritized. To succeed, you’ll need a solid understanding of insurance principles and practices as well as relevant software tools so you can provide exceptional service. The Baldwin Group is not just a workplace; it’s a community focused on mutual growth and improvement. If you have a zest for connecting with people and want to contribute positively while achieving your sales goals, then we're excited to meet you!

Frequently Asked Questions (FAQs) for Licensed Insurance Agent - 220 or 2044 Role at Baldwin Risk Partners

What are the primary responsibilities of a Licensed Insurance Agent at The Baldwin Group?

As a Licensed Insurance Agent at The Baldwin Group, your core responsibilities encompass gathering detailed information to create tailored proposals for clients, maintaining open communication with clients and insurance partners, and finalizing the sale of insurance policies. You will also coordinate deposits and brief our service team on policy sales, ensuring accuracy and attention to detail in every aspect of your work.