Insurance Agent - Personal Lines jobs in United States
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The Baldwin Group · 6 hours ago

Insurance Agent - Personal Lines

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in a range of insurance and risk management services. As an Insurance Agent, you will be responsible for selling new accounts, renewing existing ones, and building lasting client relationships while achieving personal and firm goals.

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Work & Life Balance

Responsibilities

Consult & Advise: Present proposals with confidence, clearly explaining coverage options so clients feel informed and secure
Close Deals: Finalize sales, collect documentation, and ensure a smooth handoff to the service team
Grow Your Network: Develop prospects through community involvement, networking events, referrals, and industry partnerships
Stay Ahead: Maintain deep knowledge of insurance products and underwriting criteria to provide expert guidance
Represent with Pride: Be the face of our firm in the community and with insurance partners
Drive Results: Meet monthly new business goals while continuously looking for ways to improve processes and client experience

Qualification

2-20 state insurance licenseMicrosoft OfficeCommunication skillsPresentation skillsDetail-oriented

Required

Hold an active 2-20 state insurance license
Comfortable with Microsoft Office and quick to learn new software
Strong communication and presentation skills with the ability to influence and build trust
Organized, accurate, and committed to delivering exceptional service

Benefits

Generous Time Off: 15 PTO days + up to 12 paid federal holidays.
Comprehensive Benefits: Health, dental, vision, and more.
Retirement Ready: 401(k) with company match.
Rewarding Compensation: Competitive base salary plus monthly bonus opportunities.

Company

The Baldwin Group

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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.

Funding

Current Stage
Public Company
Total Funding
$1.5B
Key Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M

Leadership Team

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Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
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Richard Tallo
Chief Marketing Officer at The Baldwin Group
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Company data provided by crunchbase