Client Home Specialist - Personal Lines
About The Position
The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies for clients across the U.S. and abroad. The firm is recognized as the 12th largest insurance broker and the 10th fastest growing broker in the USA. A Client Home Specialist is a licensed Insurance Agent and a home insurance expert within the company. This role involves outbound and inbound phone sales, with warm leads provided. The company covers all licensing costs, including payment for studying and completing a 60-hour online course on property and casualty insurance, culminating in a P&C license (20-44) test. The position offers a base pay of $41,600 plus commission, with a first-year earning potential of $60,000-$70,000, which grows with experience. This is an onsite position located at 6413 Congress Avenue Suite 260 Boca Raton, FL 33487, though remote status can be earned through high performance. The Baldwin Group, previously Baldwin Risk Partners, has evolved into a national firm serving two million clients since 2011, providing solutions for business insurance, employee benefits, retirement planning, and personal insurance. The company is committed to protecting clients' possibilities and is an equal employment opportunity firm.
Requirements
- Strong interpersonal skills and an amazing attitude.
- Open to a variety of experiences including hospitality, various sales backgrounds (restaurant, car sales, etc.).
- Self-starter with the ability to influence others through effective verbal and written presentation skills.
- 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.
Responsibilities
- 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.
- Expected to meet 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
- W-2 position with benefits
- 401K
- 45 shares of stock options as a sign on bonus
- Base salary plus commissions
- Leads provided
- Comprehensive training program
- Open to a variety of backgrounds making it a great place to transition into a new career
- 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
Number of Employees
101-250 employees
