Insurance Advisor - Personal Lines
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 1d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 15d ago
The date the source published, not the day we noticed it (2026-09-17). Last seen at its source 3h ago.
We have tracked this listing since 23 Sep 2026 (9 days). The employer's own board has carried it every time we have read it, most recently 3 hours ago.
Is it remote?
The listing says yes
The location field doesn't say remote, so our assessment is based on the title or the description. Read the listing before applying.
Who may apply?
United States
The description states no restriction of its own. This is the source's own tag.
Pay
$50k/yr
Read out of the job description by us, not from a structured field. Shown in the posting's own currency and period; we never convert.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
workday employer's own board first seen 9d ago · last seen 3h ago
- location not stated
The listing
**Will consider hybrid/remote with the right experience BUT must be able to attend a monthly sales meeting in Kingston, MA office**
Responsibilities
Manage company-provided leads while identifying cross-sell and upsell opportunities to drive business growth.
Generate referrals and cultivate long-term client relationships through centers of influence and strategic referral partnerships
Present insurance proposals in a professional and consultative manner, reviewing coverages in detail to ensure client understanding and confidence in recommended solutions
Communicates effectively and professionally with clients, prospects, insurance company partners, and internal service team members through phone, email, and virtual meetings.
Finalizes sales by collecting required documentation, applications, and signatures while ensuring a seamless transition to the service team.
Builds trust quickly with prospective clients by identifying needs, overcoming objections, and providing tailored insurance solutions.
Maintains strong follow-up discipline and pipeline management to maximize conversion opportunities and client retention.
Prepares recommendations and coverage solutions for prospective accounts while adhering to agency policies and carrier underwriting guidelines.
Maintains a high level of accuracy, organization, and attention to detail in all client and carrier interactions to minimize errors and omissions exposure.
Maintains current knowledge of insurance products, industry trends, and underwriting guidelines for carrier partners represented by the firm.
Represents the firm professionally within the community and in all interactions with clients and insurance company partners.
Identifies opportunities to improve workflow, processes, and overall business performance while contributing positively to team culture.
Meets or exceeds monthly new business production goals and performance expectations.
Performs additional duties and responsibilities as assigned by leadership.
Compensation & Growth Opportunity
Base salary starting at $50,000 annually.
Monthly commission opportunities with uncapped earning potential.
Performance-based bonus opportunities.
Equity and long-term growth opportunities available for high performers.
Opportunity to grow within a fast-paced, relationship-driven organization focused on professional development and career advancement.
Requirements
Active Property & Casualty License required
Minimum of 2 years of personal lines insurance experience required.
Proven sales background with a track record of meeting or exceeding production goals.
Strong phone sales and relationship-building skills with the ability to confidently lead conversations and close business.
Excellent verbal and written communication skills.
Strong emotional intelligence and the ability to build rapport quickly with a wide range of personalities.
Comfortable handling high call volume, follow-up activity, and pipeline management in a fast-paced environment.
Strong technical and computer skills, including proficiency with CRM systems, agency management platforms, email, and virtual communication tools.
Highly organized with strong attention to detail and time management skills.
Self-motivated, competitive, coachable, and goal-oriented mindset. Ability to work independently while also contributing positively within a team environment.
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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.
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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.