Licensed Sales Agent - Personal Lines at Baldwin Group Colleague, Inc. — The Villages, FL

With exclusive access to The Villages residents and a focus on personal lines, you'll have the chance to work closely with clients in a thriving community and make a real impact on their insurance needs.

By joining our team, you'll have the chance to work with exclusive access to The Villages residents, offering unique opportunities for personal and professional growth. We value teamwork, innovation, and a dedication to client service, making our firm an exciting place to advance your career.

If you're passionate about insurance, community engagement, and continuous improvement, we want to hear from you!

Here are the principal responsibilities of the role:

• Gathers information and develops tailored recommendations for prospective clients
• Presents proposals professionally and reviews coverages in detail to ensure understanding
• Communicates effectively with clients, prospects, insurance company partners, and the service team
• Finalizes sales, coordinates deposits, and briefs the service team on policy details
• Demonstrates a strong concern for accuracy, timeliness, and completion in all interactions
• Maintains up-to-date knowledge of the insurance industry and underwriting criteria
• Meets monthly new business goals and positively represents the firm in the community
• Identifies opportunities for improvement within the firm and business processes
• Collaborates with leadership to address any issues or discrepancies

• If you're licensed in personal lines and ready to kick start your career or looking for a firm that offers amazing benefits, career opportunities and a fun and fast paced environment, then apply now.
• Must have amazing customer service skills and enjoy helping people covering their homes, autos, golf carts and explaining personal umbrella coverages.
• Self-starter with the ability to influence others through effective verbal and written presentation skills.
• Intermediate to advanced knowledge of Microsoft Word and Excel.
• Ability to learn appropriate insurance company and firm software systems.
• Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.

Why work for The Baldwin Group?

• Eligible for The Villages Charter School enrollment
• 401k matching and benefits package
• Adoption Assistance Program eligibility
• Paid Parental Leave
• Competitive PTO plan with 12 paid holidays

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