Insurance Sales - Personal Lines

Baldwin Group Colleague•Boca Raton, FL

2d•Onsite

About The Position

The Client Home Specialist is a licensed insurance agent and home insurance expert who sells new personal-lines accounts in alignment with firm and individual goals. This is an inbound and outbound phone-sales role with warm leads provided. The position is based at The Baldwin Group’s Boca Raton, Florida office and is not remote initially; remote status may be earned through high performance. The schedule is Monday through Friday, 9 a.m. to 5 p.m. The Baldwin Group provides licensing support and pays employees for studying and completing a 60-hour online property and casualty insurance course. Candidates take a test at the end of the course to earn a P&C license (20-44). The position offers a $41,600 base salary plus commission; the posting describes first-year total compensation of $60,000–$70,000, with growth as experience increases. It is a W-2 position with benefits, a 401(k), and 45 shares of stock options as a sign-on bonus. The Baldwin Group is an entrepreneur-led insurance brokerage serving clients in the U.S. and abroad with commercial and private insurance and risk-management services, employee benefits and benefit administration, asset and income protection, and risk-mitigation strategies. The company describes itself as the 12th-largest insurance broker in the U.S. and the 10th-fastest-growing broker in the U.S.

Requirements

Strong interpersonal skills and a positive attitude; the company is willing to train candidates with these qualities.
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 license (20-44) through the provided 60-hour online course and test.

Nice To Haves

Experience in hospitality or sales, including restaurant or car sales; the company is open to a variety of backgrounds.
Self-starter qualities.

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 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, and bring issues and discrepancies to appropriate leadership.