Insurance Sales Agent, Personal Lines

Insurance Sales Agent, Personal Lines - Training Provided

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The Baldwin Group is an award‑winning entrepreneur‑led insurance brokerage firm delivering specialized insurance and risk management services across the U.S. and abroad. We focus on Commercial, Private, Employee Benefits, Asset Protection, and Risk Mitigation solutions.

"Insurance Advisor" is our internal title, but we engage licensed Insurance Agents connecting with people, understanding their needs, and helping them find the right coverage. This role operates in a dynamic sales center environment, closing deals and making a real impact.

Compensation: Base pay $41,600 + monthly commission

Location: 7910 Microsoft Way, Charlotte, NC 28277

Schedule: Monday–Friday 8am–5pm + one Saturday/month 9am–1pm

Remote Work: This is an in‑office role

• Connect & Consult:
  Handle inbound and outbound calls, consult with customers, and match them with the right coverage and benefits.
• Assess Needs:
  Conduct thorough assessments to understand financial resources, property conditions, claims history, and coverage gaps.
• Seal the Deal:
  Finalize sales, collect deposits, arrange binders/certificates, and coordinate with the service team.
• Stay Sharp:
  Maintain accuracy, timeliness, and a strong understanding of underwriting criteria across our insurance partners.

• Love talking to people? You’ll be on the phone all day—so bring that energy!
• Strong communication skills—both verbal and written.
• Persuasive, goal-oriented, and driven to succeed.
• Friendly, outgoing, and eager to grow our client base.
• Self‑motivated and great at managing your time.
• Resilient—able to handle rejection and keep moving forward.
• Familiar with the sales process from start to finish.
• Experience in sales or call centers is a plus—but if you’re outgoing and coachable, we want to talk!
• Tech‑savvy:
  Microsoft Office and CRM/Salesforce experience preferred.

• Paid Training.
• Onsite gym with free access.
• Performance contests year‑round with incentive awards.
• Onsite food trucks throughout the year.
• Quarterly top‑performer dinner.
• PTO + 12 paid holidays.

We’ll pay for your 40‑hour online Property & Casualty course, and you’ll be compensated for your time studying. Pass the test, earn your P&C license, and you’re good to go!

• 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 accommodations to applicants and colleagues who need them for medical or religious reasons.