Insurance Sales - Personal Lines

The Baldwin Group•Boca Raton, FL

3d•$60,000 - $70,000•Onsite

About The Position

The Client Home Specialist is a licensed insurance agent who sells new home insurance accounts in line with firm and individual goals. This is an inbound and outbound phone sales position with warm leads provided. The role involves building relationships with prospects, the service team, insurance company partners, and centers of influence while specializing in home insurance products. The Baldwin Group provides licensing support, including paid study time and a 60-hour online property and casualty insurance course leading to the Florida 20-44 P&C license test. 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 schedule is Monday through Friday, 9 a.m. to 5 p.m. Compensation includes a $41,600 base salary plus commission; the posting describes first-year total compensation of $60,000–$70,000, with potential to grow as experience increases. The role is a W-2 position with benefits, a 401(k), and 45 shares of stock options as a sign-on bonus.

Requirements

Strong interpersonal skills and a positive attitude; the company is willing to train candidates.
Ability to influence others through effective verbal and written presentation skills.
Intermediate to advanced knowledge of Microsoft Word and Excel.
Ability to learn insurance company and firm software systems.
Demonstrate behavior aligned with the firm’s core values and corporate culture.

Nice To Haves

Experience in hospitality or other sales backgrounds, such as restaurant or car sales; the company is open to a variety of experience.

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 deposit collection, 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 reduce potential errors and omissions claims.
Maintain knowledge of the insurance industry and partner insurers’ underwriting criteria to communicate effectively with everyone involved.
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 or discrepancies to appropriate leadership.