The Baldwin Group · 5 months ago
Insurance Agent - Personal Lines
Orlando, Florida, US
Full-time
Onsite
New Grad, Entry LevelThe Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm that specializes in various insurance and risk management services. The Insurance Agent - Personal Lines is responsible for selling new accounts, renewing existing accounts, and building relationships with clients and insurance partners to meet individual and firm goals.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding
Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner
Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale
Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts
Develops information and recommendations for prospective accounts, presents proposals and adheres to firm policies and procedures for writing a new account
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 a high attention to detail
Maintains understanding and knowledge of the insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved
Positively represents the firm in the community and with our insurance company partners
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
Is expected to meet monthly new business goals
Qualification
Required
Obtain and maintain a 2-15 or 2-20 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 (or be willing and able to obtain all required licenses within the first 90 days of employment)
Self-starter with the ability to influence others through effective verbal and written presentation skills
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
Benefits
15 PTO days, plus up to 12 paid federal holidays
Complete health benefits package
401K with company matching
Company
The Baldwin Group
The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.
Founded in 2011
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5BKey Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M
Leadership Team
Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
Richard Tallo
Chief Marketing Officer at The Baldwin Group
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-13
Company data provided by crunchbase