T
Not Specified Permanent

Quincy, Massachusetts · USA job

Advisor - Personal Lines - Outside Sales

The Baldwin Group

Quincy, Massachusetts

Job description

Overview

As Outside Sales Advisor, you will grow a personal lines book by acquiring new clients and renewing existing accounts. You'll work remotely or hybrid in Massachusetts, building relationships and presenting tailored coverage solutions. You will collaborate with a service team to ensure a seamless client experience and drive ongoing business development through networking and community involvement. This role offers uncapped earning potential and meaningful impact in client risk management. You will be part of a collaborative agency focused on growth and professional development.

Compensation / Benefits
  • competitive compensation with uncapped earning potential - 100K+
  • 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
Responsibilities
  • 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
  • Close new business and collect all required applications and documentation
  • Partner 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 following agency procedures
  • Consistently meet or exceed monthly new business goals
  • Represent the agency professionally within the community and with carrier partners
Key requirements
  • 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
  • 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
  • Professional verbal and written communication skills
  • Comfortable using Microsoft Office and learning agency management systems
  • Positive attitude and commitment to delivering outstanding customer service
  • relationship-building
  • communication
  • self-motivation
  • organization
  • Microsoft Office
  • agency management systems

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