Client Home Specialist

The Baldwin Group•Boca Raton, FL

1d•Onsite

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 offers a base pay of $41,600 plus commission, with an expected first-year total compensation of $60-70K, growing with experience. This is not a remote position, located at 6413 Congress Avenue Suite 250 Boca Raton, FL 33487, though remote status can be earned through high performance. The working hours are Monday to Friday, 9 AM to 5 PM. This is a W-2 position that includes benefits and a 401K, along with a sign-on bonus of 45 shares of stock options.

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 background.
Various sales backgrounds (e.g., restaurant, car sales).
Self-starter with the ability to influence others through effective verbal and written presentation skills.

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.