Teams at The Baldwin Group

Sell new and renew existing commercial insurance accounts, build and maintain client and partner relationships, present proposals, finalize sales, onboard paperwork to service team, meet monthly new business goals, and maintain knowledge of underwriting and firm policies.

As a Senior Advisor, you will manage client relationships, provide comprehensive financial planning, and construct investment portfolios aligned with client goals while adhering to fiduciary standards.

The Employee Benefits Advisor sells and renews insurance accounts, builds client relationships, finalizes sales, and communicates effectively with clients and service teams while meeting monthly goals.