Client Home Specialist - Personal Lines

Baldwin Group Colleague•Boca Raton, FL

1d•Onsite

About The Position

The Client Home Specialist is a licensed insurance agent specializing in home insurance who sells new accounts in line with firm and individual goals. The role involves inbound and outbound phone sales, with warm leads provided, and building relationships with prospects, the service team, insurance company partners, and centers of influence. The Baldwin Group provides licensing support and pays for studying and completing a 60-hour online property and casualty insurance course, followed by a test for the P&C 20-44 license. The position is based at the company’s Boca Raton, Florida office and is not remote initially; remote status may be earned through high performance. The stated schedule is Monday through Friday, 9 a.m. to 5 p.m. Compensation includes a $41,600 base salary plus commission. The posting describes expected first-year total compensation of $60,000–$70,000, increasing with experience. This is a W-2 position with benefits and a 401(k).

Requirements

Strong interpersonal skills and a positive attitude; the firm is willing to train people with these qualities.
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.
Demonstrate behavior aligned with the firm’s core values and corporate culture.
Obtain a P&C 20-44 license through the provided 60-hour online course and test.

Nice To Haves

Experience in hospitality or sales, including restaurant or car sales; the employer is open to a variety of backgrounds.

Responsibilities

Gather information and develop recommendations for prospective clients.
Present proposals professionally and review coverage details to ensure clients understand them, 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 completeness when working with clients, the firm, and insurance company partners to minimize errors and omissions risk.
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.