Insurance Advisor – Personal Lines

The Baldwin Group

. Manage company-provided leads and identify cross-sell and upsell opportunities .

Posted 9/15/2026full-timeKingston • Massachusetts • United StatesJuniorMid-Level💰 $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client relationships and generating sales through effective communication and tailored insurance solutions. Proficient in pipeline management and maintaining attention to detail while adhering to agency policies and underwriting guidelines.

Highest-signal resume keywords

Active Property & Casualty LicensePersonal Lines Insurance ExperienceSales Background with Proven Track RecordCRM Systems ProficiencyStrong Phone Sales Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Insurance Proposal PresentationClient Needs IdentificationDocumentation CollectionPipeline ManagementCoverage Solution Preparation

Soft Skills

Relationship-Building SkillsExcellent Verbal CommunicationEmotional IntelligenceTime Management SkillsSelf-Motivated Mindset

Tools & Technologies

CRM SystemsAgency Management PlatformsEmail Communication ToolsVirtual Communication Tools

Certifications & Qualifications

Active Property & Casualty License

Industry Keywords

Insurance ProductsUnderwriting GuidelinesSales GoalsClient RetentionReferral Partnerships

About the role

Key responsibilities & impact

Manage company-provided leads and identify cross-sell and upsell opportunities
Generate referrals and cultivate long-term client relationships through centers of influence and referral partnerships
Present insurance proposals and review coverages to ensure client understanding
Communicate with clients, prospects, insurance company partners, and internal service teams via phone, email, and virtual meetings
Finalize sales by collecting documentation, applications, and signatures and transitioning clients to the service team
Identify client needs, overcome objections, and provide tailored insurance solutions
Maintain follow-up discipline and pipeline management to maximize conversion and retention
Prepare recommendations and coverage solutions while following agency policies and carrier underwriting guidelines
Maintain accuracy, organization, and attention to detail to minimize errors and omissions exposure
Maintain current knowledge of insurance products, industry trends, and underwriting guidelines
Represent the firm professionally in the community and in client and carrier interactions
Identify workflow and process improvements and contribute positively to team culture
Meet or exceed monthly new business production goals
Perform additional duties as assigned by leadership

Requirements

What you’ll need

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 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 contributing positively within a team environment

Benefits

Comp & perks

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
Hybrid/remote work option with required attendance at a monthly sales meeting in the Kingston, MA office