Advisor - Inside Sales - Personal Lines
External job listingat The Baldwin Group
Manage leads, develop client relationships, present insurance proposals, and provide tailored coverage solutions with The Baldwin Group.
Salary
Not provided
Location
Kingston, United States
Employment type
Full time
Workplace
Not provided
Advisor - Inside Sales - Personal Lines
Kingston, United States
Job description
About the role
The Baldwin Group is an entrepreneur-led insurance brokerage firm providing insurance and risk management strategies to clients. This role manages company-provided leads and develops client relationships through tailored insurance solutions.
The role may be considered hybrid or remote with the right experience, but requires attendance at a monthly sales meeting in the Kingston, MA office.
Responsibilities
- Manage company-provided leads and identify cross-sell and upsell opportunities.
- Generate referrals and cultivate long-term client relationships through centers of influence and strategic referral partnerships.
- Present insurance proposals professionally and consultatively, reviewing coverages to support client understanding and confidence.
- Communicate professionally with clients, prospects, insurance company partners, and internal service team members by phone, email, and virtual meetings.
- Collect required documentation, applications, and signatures to finalize sales and support a seamless transition to the service team.
- Identify prospective clients’ needs, address objections, and provide tailored insurance solutions.
- Maintain follow-up discipline and pipeline management to support conversions and client retention.
- Prepare recommendations and coverage solutions for prospective accounts while following agency policies and carrier underwriting guidelines.
Key facts
- Manage company-provided leads and identify cross-sell and upsell opportunities.
- Attend a monthly sales meeting in the Kingston, MA office.
- Present insurance proposals and provide tailored insurance solutions.
Is this your job posting?
Claim it for free and receive video applications on CazVid.
Frequently asked questions
What does this role involve?
It involves managing company-provided leads, presenting insurance proposals, and developing client relationships through tailored insurance solutions.
What are the main responsibilities?
Responsibilities include generating referrals, managing the sales pipeline, collecting required sales documentation, and preparing coverage recommendations.
Is attendance at a sales meeting required?
Yes. The listing says the role requires attendance at a monthly sales meeting in the Kingston, MA office.