Entry Level Insurance Agent - Personal Lines

The Baldwin Group•Boca Raton, FL

4d•$60,000 - $70,000•Onsite

About The Position

The Baldwin Group is seeking an Entry Level Insurance Agent, referred to internally as a Client Home Specialist, to join their team. This is an outbound and inbound phone sales position with warm leads provided. The company will cover all licensing costs, including paid study time for a 60-hour online course to earn a Property and Casualty (P&C) license (20-44). The role involves selling new accounts, building relationships with prospects and partners, and specializing in home insurance products. The Baldwin Group is described as the 12th largest and 10th fastest-growing insurance broker in the USA, with an award-winning culture.

Requirements

Strong interpersonal skills and an amazing attitude.
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.

Nice To Haves

Hospitality experience
Various sales backgrounds (e.g., restaurant, car sales)
Experience in a new career transition

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.