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The Baldwin Group · 3 hours ago

Personal Lines Insurance Advisor - The Villages

The Villages, FL

Full-time

Onsite

Entry, Mid Level

The Baldwin Group is an award-winning insurance brokerage firm that focuses on delivering tailored insurance and risk management solutions. They are seeking Personal Lines Insurance Advisors to work closely with clients in The Villages, providing exceptional service and support to meet their insurance needs.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

Hiring Manager

Kevin Long

Responsibilities

Gathers information and develops tailored recommendations for prospective clients

Presents proposals professionally and reviews coverages in detail to ensure understanding

Communicates effectively with clients, prospects, insurance company partners, and the service team

Finalizes sales, coordinates deposits, and briefs the service team on policy details

Demonstrates a strong concern for accuracy, timeliness, and completion in all interactions

Maintains up-to-date knowledge of the insurance industry and underwriting criteria

Meets monthly new business goals and positively represents the firm in the community

Identifies opportunities for improvement within the firm and business processes

Collaborates with leadership to address any issues or discrepancies

Qualification

Personal lines insurance licenseCustomer service skillsVerbalMicrosoft WordExcelWritten presentationLearn softwareCore values alignment

Required

Licensed in personal lines

Amazing customer service skills

Enjoy helping people cover their homes, autos, golf carts, and explaining personal umbrella coverages

Self-starter with the ability to influence others through effective verbal and written presentation skills

Intermediate to advanced knowledge of Microsoft Word and Excel

Ability to learn appropriate insurance company and firm software systems

Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture

Benefits

Eligible for The Villages Charter School enrollment

401k matching and benefits package

Adoption Assistance Program eligibility

Paid Parental Leave

Competitive PTO plan with 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