The Baldwin Group · 20 hours ago
Insurance Advisor, PL
Charlotte, NC
Full-time
Onsite
New Grad, Entry Level
$42K/yr - $42K/yrThe Baldwin Group is an award-winning insurance brokerage firm specializing in commercial and private insurance solutions. The Insurance Advisor role involves connecting with clients to assess their insurance needs and providing tailored coverage options while working in a dynamic sales center environment.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Connect & Consult: Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits
Assess Needs: Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps
Seal the Deal: Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team
Stay Sharp: Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners
Qualification
Required
Licensed Insurance Agent
Strong communication skills—both verbal and written
Persuasive, goal-oriented, and driven to succeed
Friendly, outgoing, and eager to grow our client base
Self-motivated and great at managing your time
Resilient—able to handle rejection and keep moving forward
Familiar with the sales process from start to finish
Preferred
Experience in sales or call centers is a plus—but if you're outgoing and coachable, we want to talk!
Tech-savvy: Microsoft Office and CRM/Salesforce experience preferred
Benefits
Paid Training
Onsite gym with free access
Performance contests year-round with incentive awards
Onsite food trucks throughout the year
Quarterly top performer dinner
PTO + 12 paid holidays
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