The role of a Lead Generation Specialist is to continuously hunt for new opportunities to engage with. Once a prospect has been determined, the LGS will initiate a smooth handoff of the lead to a Qualified Producer (Account Manager). Leads will be targeted though digital campaigns, events and overall networking.
PRIMARY RESPONSIBILITIES:
Meet Quarterly KPI'sMeet Monthly New Prospect Meeting GoalsUtilization of 3rd Party Technology to Qualify, Automate and Record leadsLead Management Transfer leads to Producer Cadence Management for Targeted ProspectsLanding Page and Forms - Partnership with MarketingDevelop service and market specific landing pages and forms to push out in targeted campaignsTargeted Lead Generation - Producer One on One SupportSupport each producer by pulling market specific leads and launching highly targeted campaigns to generate leads.KNOWLEDGE, SKILLS & ABILITIES:
Innovative and MotivatedEnjoys sellingFlexibilityExcellent communication, organizational and time management skills as well as interpersonal skills.Work independently and as a member of a highly cohesive team.Ability to multi-task in a fast-paced environment.EDUCATION & EXPERIENCE:
3-5 years' relevant experienceMust be well organized with demonstrated effective time-management and computer skills.Demonstrates the organization's core values, exuding behavior that is aligned with the firm's cultureStarting pay is $55,000 + and negotiable at time of offer.
Read LessWestwood Insurance Agency is one of the largest personal lines agencies in the US. Since 1952, we've helped more than a million customers protect what matters most. Licensed in all 50 states, Westwood represents hundreds of insurance products offered by the country's top insurance companies. That's an advantage for our customers, who benefit from a wide selection of products and pricing. Westwood works closely with home builders and mortgage companies to provide homeowners insurance that is fast, easy, and hassle-free. Our technology-based approach simplifies the process by incorporating insurance into the closing process. The result is happier customers and more on-time closing. As a full-service agency, we can help customers find the right coverage for their circumstances from a wide variety of insurance products, including homeowners and renters policies, auto insurance, specialty item and special event endorsements, small business insurance, umbrella policies, and much more.
Position Summary:Support sales teams by conducting outbound phone calls to customers in a high volume, fast paced call center. If you're ready to kickstart an amazing career in Personal Lines Insurance Sales, apply to this position today and be part of our success story!
What You'll Be Doing:Make 150+ outbound calls a day to prospective and existing customers. These are NOT cold calls. These are leads from potential customers looking for a quote.Your mission? Gather valuable client information and pass on those golden leads to our team of licensed agentsSet up new accounts and enter customer information accuratelykeeping everything on track and running smoothlyDon't forget to reconnect with our customers to provide outstanding service and follow upPromote our top-notch products, generate interest in our services, and be the rockstar of our teamStay organized, prioritize your day, and consistently hit your daily and weekly goalsWhat You Bring to the Table:Experience in outbound calling, call centers, sales, or customer service? That's a plus!No certifications or licenses are required to startjust a willingness to learn!Comfortable with computers and know your way around the basicsOrganized, dependable, and self-motivated (even on a Monday!)What We Offer (a.k.a The Perks):Clear path to becoming a licensed agent in about 6 months (or less!)We'll pay for your insurance license no experience? No problem!Hybrid work schedule after training (just 2 days a week in the office)Monthly contests with fun prizes from our very own Swag StoreTeam events like bowling, softball games, and holiday partiesOur offices are both close to food, shopping, and yes, coffee Read LessThe Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
Position Summary:
As an Advisor, you'll be the trusted partner who helps clients protect what matters most. You'll sell new accounts, renew existing ones, and build lasting relationshipsall while achieving personal and firm goals. This is more than a sales role; it's an opportunity to become a valued resource in your community and industry.
What You'll DoConsult & Advise: Present proposals with confidence, clearly explaining coverage options so clients feel informed and secure.Close Deals: Finalize sales, collect documentation, and ensure a smooth handoff to the service team.Grow Your Network: Develop prospects through community involvement, networking events, referrals, and industry partnerships.Stay Ahead: Maintain deep knowledge of insurance products and underwriting criteria to provide expert guidance.Represent with Pride: Be the face of our firm in the community and with insurance partners.Drive Results: Meet monthly new business goals while continuously looking for ways to improve processes and client experience.What We're Looking ForLicensed & Ready: Hold an active 2-20 state insurance license.Tech-Savvy: Comfortable with Microsoft Office and quick to learn new software.Self-Starter: Strong communication and presentation skills with the ability to influence and build trust.Detail-Oriented: Organized, accurate, and committed to delivering exceptional service.Why You'll Love Working HereGenerous Time Off: 15 PTO days + up to 12 paid federal holidays.Comprehensive Benefits: Health, dental, vision, and more.Retirement Ready: 401(k) with company match.Rewarding Compensation: Competitive base salary plus monthly bonus opportunities.Culture That Cares: Join a team that values integrity, collaboration, and community impact Read LessThe Baldwin Group is a dedicated team of professionals who specialize in business insurance, employee benefits, retirement planning, and personal insurance. We've grown from a small local company in 2011 to a major national firm with a wide range of expertise, serving two million customers across the United States.
The Baldwin Group Personal and Health Insurance works with healthcare companies, medical providers, and community organizations. We're known as one of the top Field Marketing Organizations (FMO's) in our industry. The Group ranks as one of the top 20 insurance brokers in the United States.
The Advisor will be responsible for assisting senior advisors with a Book of Business (BOB) which includes assisting with current customers/clients with selecting plans, enrolling in plans, customer service inquiries, general questions/concerns, and establishing a quality relationship with the customer. Advisor will be expected to participate in lead rotation and enrollee members on their own in addition to assisting.
Primary Responsibilities:
Are you looking for a fun and exciting place to work? Look no further than our team! We are seeking an Advisor who is dedicated to providing exceptional service and care to all of our customers/clients. As a valued team member, you will take point on resolving all issues to ensure our customer's needs are met.In this role, you will have the opportunity to interact with customers throughout the year and review their plan options to potentially assist them in enrolling into a different plan. Additionally, you will work alongside our Senior Advisors to assist with their customers as needed and as directed by company management.As part of our team, you will also be responsible for general office & operational duties such as processing applications/enrollments, greeting customers as they arrive for appointments, and covering the front desk duties. You will work with other teams and departments to help us meet and exceed our company goals and objectives.In this position, you will also have the opportunity to assist with assigned networking functions and external facing business development needs. You will work closely with our marketing team to provide content as requested and assigned. Additionally, you will perform educational & sales seminars as required or requested for our customers/clients.Knowledge, Skills & Abilities:
We are seeking a candidate who possesses a strong understanding of fundamental office technology, with proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Our ideal candidate is an ethical professional who takes initiative in their work and demonstrates exceptional communication skills.Time management is also an essential quality for success in this role. The ideal candidate should be able to prioritize tasks, manage their time effectively and work well under pressure to ensure timely completion of projects.Additionally, a high level of technology proficiency is essential in this role. We require a candidate who is comfortable adapting to new software solutions quickly and has excellent problem-solving skills when it comes to identifying and resolving technical issues.If you are team-oriented, highly skilled in Microsoft Office, have strong communication skills, and thrive in a fast-paced environment, we encourage you to apply to join our dynamic team.Education & Experience:
Although a college degree from an accredited institution is preferred, a High School diploma or GED will also be acceptable for consideration. The ideal candidate must be able to contract with all insurance partners that we contract with, with the ability to provide our clients with comprehensive coverage options.At our company, our culture is based on our core values. It is essential that all our employees understand and demonstrate our core values. The ideal candidate for this position will share our values and be able to exude behavior aligned with our firm's culture.If you meet the above qualifications and are looking to take on new challenges in a dynamic, team-oriented work environment, we encourage you to apply for this exciting opportunity with us.Active Life, Health, Accident License RequiredPerks Of Working at The Baldwin Group:
Generous PTO PolicyComplete health benefits package401K with company matchingOpportunity to move up in your career based on personal performanceAnd moreIf you are a dedicated and detail-oriented professional who is ready to take on new challenges in a fun and dynamic work environment, we encourage you to apply for this exciting opportunity. Plus, you'll have the satisfaction of knowing that you are helping our customers get the care they deserve.
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