Client Home Specialist
About The Position
The Baldwin Group is seeking a Client Home Specialist, which is a title used for a licensed Insurance Agent specializing in home insurance products. This is an outbound and inbound phone sales position with warm leads provided. The company will cover all licensing costs, including study time and a 60-hour online course on property and casualty insurance, culminating in a test to earn a P&C license (2-20). The role involves building relationships with prospects, the service team, insurance company partners, and centers of influence. The Baldwin Group is the 16th largest insurance broker in the USA and the 10th fastest growing. This is not a remote position, located at 6413 Congress Avenue Suite 250 Boca Raton, FL 33487, though remote status can be earned with high performance. The hours are Monday-Friday, 9 am-5 pm.
Requirements
- Strong interpersonal skills and an amazing attitude.
- 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.
Nice To Haves
- Hospitality experience
- Various sales backgrounds (restaurant, car sales, etc.)
- Experience in a new career transition
Responsibilities
- Sells new accounts in keeping with firm and individual goals.
- Builds relationships with prospects, service team, insurance company partners and centers of influence.
- Solicits sales prospects specializing in home insurance products.
- Gathers information and develops recommendations for prospective clients.
- Presents proposals in a professional manner by reviewing coverages in detail to ensure understanding, while adhering to firm policies and procedures.
- Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
- Finalizes the sale, coordinates collection of deposits, arranges for binders and certificates, and briefs the service team on the policy sale.
- Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
- Maintains understanding and knowledge of insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
- Meets monthly new business goals.
- Performs other functions as assigned by leadership.
- Looks for opportunities to improve the firm, business segment, and processes.
- Brings issues and discrepancies to the attention of appropriate leadership.
Benefits
- Paid for all studying and taking a 60-hour online course about property and casualty insurance
- Base pay plus commission
- 60-70K first year potential
- W-2 position
- 401K
- 45 shares of stock options as a sign-on bonus
- Leads provided
- Comprehensive training program
- Great leaders and an amazing culture
- Casual dress code
- Milestones and rewards for high performance
- Complete health benefits package
- 401k with company matching
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
