The Baldwin Group · 17 hours ago
Inside Sales
Charlotte, North Carolina, US
Full-time
Onsite
New Grad, Entry Level
$42K/yr - $42K/yrThe Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. They are seeking an Insurance Advisor to handle inbound and outbound calls, consult with customers on their insurance needs, and close sales to meet targets in a sales center environment.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Handle inbound calls and make outbound calls to leads, consult with customers on their insurance needs and match the correct coverages, products and benefits to convert leads into customers. We provide all of your leads
Assesses customer’s insurance needs and suggest/advise products and coverage’s based on a need/exposure assessment. Conducts need/exposure assessments involves interviewing prospective clients to obtain data about their financial resources and needs, the physical condition of their person or property to be insured, claims history and coverage gaps
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
Maintains understanding and knowledge of insurance and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved
Qualification
Required
Comfortable making calls and talking to people on the phone all day
Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers
Persuasive and goal-oriented
Possesses an energetic, outgoing, and friendly demeanor
Eager to expand company with new sales
Self-motivated and self-directed
Able to multitask, prioritize, and manage time efficiently
Tenacity to handle rejection and continue on with a positive attitude when reaching next potential client
Knowledge of sales process from initiation to close
Must be available to work Monday-Friday 8-5 and one Saturday per month 9-1
Preferred
Previous experience in outbound call center, inside sales experience, or related sales experience preferred but willing to talk with outgoing people
Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) and CRM/Salesforce experience preferred
Benefits
We will take care of all licensing and you will be paid for all studying and taking a 40 hour online course all about property and casualty insurance
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
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