The Baldwin Group Benefits Overview

Leads national Commercial Risk operations by developing standards, streamlining workflows, ensuring regulatory and audit compliance, optimizing agency management systems, establishing KPI dashboards, and guiding regional teams through process improvements, change initiatives, and organizational integrations.

Sells personal lines insurance by managing leads, identifying cross-sell and upsell opportunities, presenting tailored coverage solutions, closing new business, and building long-term client relationships. The role requires pipeline management, high-volume communication, accurate documentation, adherence to carrier underwriting guidelines, and achievement of monthly production goals. Candidates must hold an active Property and Casualty license and have at least two years of personal lines insurance experience.

Sells new insurance accounts, renews existing accounts, develops prospects, presents coverage proposals, finalizes policy sales, and maintains client and insurance partner relationships. The role requires meeting monthly business goals, networking within the community, maintaining insurance industry and underwriting knowledge, ensuring accurate documentation, and supporting process improvements. State insurance licenses are required or must be obtained within 90 days. Travel is required.