The Baldwin Group Logo

The Baldwin Group

Advisor - Personal Lines - Outside Sales

Posted 14 Days Ago
Be an Early Applicant
In-Office
Boston, MA, USA
100K-100K Annually
Junior
In-Office
Boston, MA, USA
100K-100K Annually
Junior
Sell and manage personal lines insurance by generating new business, meeting with clients, presenting and closing coverage proposals, partnering with service teams, maintaining records, networking, and meeting monthly new business goals while representing the agency professionally.
The summary above was generated by AI
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial and Personal Lines 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.
Are you a motivated sales professional who thrives on building relationships and helping clients find the right insurance solutions? We're looking for an Insurance Advisor who is driven to grow a book of business, deliver exceptional client experiences, and make a lasting impact in the community.
This is an excellent opportunity for a self-starter who enjoys networking, closing business, and being rewarded for their performance.

  • Outside Sales Advisor - Personal Lines - Remote and Hybrid opportunities available but located in the state of Massachusetts

  • Job Description:

    • Generate new business while managing and renewing existing client accounts

    • Meet with clients to understand their insurance needs and recommend customized coverage solutions

    • Present insurance proposals clearly and professionally, ensuring clients understand their coverage options

    • Close new business and collect all required applications and documentation

    • Partner closely with the service team to ensure a seamless client experience after the sale

    • Develop new business opportunities through networking, referrals, community involvement, and industry events

    • Build strong relationships with insurance carrier partners and local centers of influence

    • Stay current on insurance products, underwriting guidelines, and industry trends

    • Maintain accurate client records and documentation while following agency procedures

    • Consistently meet or exceed monthly new business goals

    • Represent the agency professionally within the community and with carrier partners

    Experience:

    • Strong sales, relationship-building, and communication skills

    • Self-motivated with the ability to work independently and manage a pipeline

    • Organized with exceptional attention to detail

    • Ability to thrive in a fast-paced, goal-oriented environment

    • Professional verbal and written communication skills

    • Comfortable using Microsoft Office and learning agency management systems

    • Positive attitude and commitment to delivering outstanding customer service

    Qualifications:

    • Active Property & Casualty Insurance License

    • Previous insurance sales or consultative sales experience preferred

    • Ability to travel locally for client meetings, networking events, and community involvement

    • Valid driver's license

    Why Join Us?

    • Competitive compensation with uncapped earning potential - 100K+ depending on performance

    • Opportunity to build a long-term book of business

    • Supportive team environment with dedicated service staff

    • Professional development and ongoing training

    • Career growth opportunities within a respected and growing agency

    If you're passionate about helping clients, enjoy building relationships, and are ready to grow your career in insurance sales, we'd love to hear from you.

    #LI-KL1 

    IND1 

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.

Click here for some insight into our culture!

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.

Similar Jobs

42 Minutes Ago
Easy Apply
Remote or Hybrid
USA
Easy Apply
232K-290K Annually
Senior level
232K-290K Annually
Senior level
Cloud • Information Technology • Security • Software • Cybersecurity
Lead public sector sales operations to align sales strategy with government procurement compliance. Drive metrics, forecasting, pipeline reviews, quota/territory/headcount planning, and overlay sales models. Scale go-to-market teams, streamline proposal processes, and collaborate cross-functionally to optimize revenue and operational execution.
59 Minutes Ago
Hybrid
Boston, MA, USA
200K-250K Annually
Senior level
200K-250K Annually
Senior level
HR Tech • Software
Lead global demand generation strategy for Blink across US and EMEA. Own pipeline targets, scale multi-channel programs (paid, inbound, outbound, lifecycle, partners), optimize paid channel ROI, drive experimentation, and align marketing tightly with Sales to grow revenue. Manage and develop the U.S. marketing team from Boston office.
Top Skills: AnalyticsAttribution ToolsCRMGoogle AdsLinkedin AdsMarketing AutomationMeta (Facebook) AdsPaid SearchPaid SocialVideo Advertising
An Hour Ago
Hybrid
Framingham, MA, USA
60K-111K Annually
Junior
60K-111K Annually
Junior
Big Data • Healthtech • Software
Lead and coach a team of ~5 SDRs in the Life Sciences vertical to drive consistent inbound/outbound prospecting, monitor KPIs, provide real-time coaching and onboarding, manage Salesforce hygiene and reporting, coordinate territory and campaign execution, assist hiring, and foster a high-performance, collaborative sales culture.
Top Skills: CRMSales Engagement PlatformsSalesforce

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account