Client Home Specialist - Personal Lines

The Baldwin Group•Boca Raton, FL

3d•$60,000 - $70,000•Onsite

About The Position

The Baldwin Group is hiring a Client Home Specialist, a licensed insurance agent and home insurance expert who sells new personal-lines home insurance accounts. This is an inbound and outbound phone sales position with warm leads provided. The role builds relationships with prospects, clients, the service team, insurance company partners, and centers of influence while soliciting prospects for home insurance products. The position includes paid licensing preparation: the company provides and pays for a 60-hour online property and casualty insurance course and study time. Candidates take a test at the end of the process to earn a 20-44 P&C license. The position is based at the company's Boca Raton, Florida office and is not remote initially, although remote status may be earned through high performance. The stated schedule is Monday through Friday, 9 a.m. to 5 p.m. Compensation is a $41,600 base salary plus commission; first-year total compensation is described as $60,000–$70,000, with earnings growing as experience increases. This is a W-2 position with benefits and a 401(k).

Requirements

Strong interpersonal skills and a positive attitude.
Ability to influence others through effective verbal and written presentation skills.
Intermediate to advanced knowledge of Microsoft Word and Excel.
Ability to learn insurance company and firm software systems.
Demonstrate behavior aligned with the firm's core values and corporate culture.

Responsibilities

Gather information and develop recommendations for prospective clients.
Present proposals professionally and review coverages in detail to ensure client understanding while following firm policies and procedures.
Communicate effectively with clients, prospects, insurance company partners, and the service team.
Finalize sales, coordinate collection of deposits, arrange binders and certificates, and brief the service team on policy sales.
Maintain accuracy, timeliness, and completion in interactions with clients, the firm, and insurance company partners to minimize errors and omissions risks.
Maintain knowledge of the insurance industry and the underwriting criteria of the firm's insurance company partners.
Meet monthly new-business goals.
Perform other functions as assigned by leadership.
Identify opportunities to improve the firm, business segment, and processes.
Bring issues and discrepancies to the attention of appropriate leadership.