{"id":949617,"url":"https://alion.io/job/baldwin-group-insurance-advisor-personal-lines","title":"Insurance Advisor - Personal Lines","company":{"id":3808,"name":"Baldwin Group","domain":"baldwin.com","url":"https://alion.io/company/baldwin","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":90,"open_postings":5,"ghost_share":0.2,"stale_share":0,"repost_share":0.2,"time_to_fill_p50_days":20,"computed_at":"2026-11-04T06:34:25Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":50000,"max":null,"currency":"USD","period":"year","gross":null,"usd_annual":50000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-15T23:30:47Z","employer_posted_date":"2026-09-24","last_verified_at":"2026-11-04T07:45:45Z","board_verified":true,"closed_at":null,"days_open":49,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":49},"description":"The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial 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.**Will consider hybrid/remote with the right experience BUT must be able to attend a monthly sales meeting in Kingston, MA office**\n\nResponsibilities\nManage company-provided leads while identifying cross-sell and upsell opportunities to drive business growth.\n\nGenerate referrals and cultivate long-term client relationships through centers of influence and strategic referral partnerships\n\nPresent insurance proposals in a professional and consultative manner, reviewing coverages in detail to ensure client understanding and confidence in recommended solutions\n\nCommunicates effectively and professionally with clients, prospects, insurance company partners, and internal service team members through phone, email, and virtual meetings.\n\nFinalizes sales by collecting required documentation, applications, and signatures while ensuring a seamless transition to the service team.\n\nBuilds trust quickly with prospective clients by identifying needs, overcoming objections, and providing tailored insurance solutions.\n\nMaintains strong follow-up discipline and pipeline management to maximize conversion opportunities and client retention.\n\nPrepares recommendations and coverage solutions for prospective accounts while adhering to agency policies and carrier underwriting guidelines.\n\nMaintains a high level of accuracy, organization, and attention to detail in all client and carrier interactions to minimize errors and omissions exposure.\n\nMaintains current knowledge of insurance products, industry trends, and underwriting guidelines for carrier partners represented by the firm.\n\nRepresents the firm professionally within the community and in all interactions with clients and insurance company partners.\n\nIdentifies opportunities to improve workflow, processes, and overall business performance while contributing positively to team culture.\n\nMeets or exceeds monthly new business production goals and performance expectations.\n\nPerforms additional duties and responsibilities as assigned by leadership.\n\nCompensation & Growth Opportunity\nBase salary starting at $50,000 annually.\n\nMonthly commission opportunities with uncapped earning potential.\n\nPerformance-based bonus opportunities.\n\nEquity and long-term growth opportunities available for high performers.\n\nOpportunity to grow within a fast-paced, relationship-driven organization focused on professional development and career advancement.\n\nRequirements\nActive Property & Casualty License required\n\nMinimum of 2 years of personal lines insurance experience required.\n\nProven sales background with a track record of meeting or exceeding production goals.\n\nStrong phone sales and relationship-building skills with the ability to confidently lead conversations and close business.\n\nExcellent verbal and written communication skills.\n\nStrong emotional intelligence and the ability to build rapport quickly with a wide range of personalities.\n\nComfortable handling high call volume, follow-up activity, and pipeline management in a fast-paced environment.\n\nStrong technical and computer skills, including proficiency with CRM systems, agency management platforms, email, and virtual communication tools.\n\nHighly organized with strong attention to detail and time management skills.\n\nSelf-motivated, competitive, coachable, and goal-oriented mindset. Ability to work independently while also contributing positively within a team environment.\n\n#LI-KL1\nIND1\n\nIMPORTANT NOTICE:\nThis 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.\nClick here for some insight into our culture!\nThe 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.","description_format":"text","description_chars":4988,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Growth opportunities","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-09-15T23:30:47Z"}],"visa":[],"liveness":{"score":12,"band":"cold","label":"Long shot","p_open":1,"p_active":0.446,"p_room":0.28,"age_days":49,"expected_fill_days":20,"reasons":["conf:4","velocity","win:tail","crowd:junior,brand"],"computed_at":"2026-11-04T06:34:25Z"},"pay":{"stated_usd_annual":50000,"is_top_pay":false},"html_url":"https://alion.io/job/baldwin-group-insurance-advisor-personal-lines","json_url":"https://alion.io/job/baldwin-group-insurance-advisor-personal-lines.json","meta":{"generated_at":"2026-11-04T12:54:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":19487,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-05T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3808},"rest":"https://alion.io/mcp/rest/get_company?id=3808"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbaldwin-group-insurance-advisor-personal-lines"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbaldwin-group-insurance-advisor-personal-lines"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbaldwin-group-insurance-advisor-personal-lines"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/baldwin-group-insurance-advisor-personal-lines\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbaldwin-group-insurance-advisor-personal-lines"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":949617}},{"tool":"search_jobs","arguments":{"company":"baldwin.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":949617},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}