Entry Level Insurance Agent - Personal Lines

Baldwin Group Colleague, Inc.; Boca Raton (FL); On-site; USD 41,600 - 70,000; Full time

Benefits offered by this job

Base salary + commissions

Leads provided

Comprehensive training program

Career transitions to new roles

Great leadership & culture

Casual dress code

Milestones and rewards for high perf.

Health benefits package

401k with company matching

Job summary

The Baldwin Group in Boca Raton, FL is seeking a Client Home Specialist to sell new accounts with warm leads. This outbound/inbound role offers base pay plus commissions and a comprehensive training program, with remote status achievable by high performance.

You will build relationships with clients and partners, coordinate deposits, and ensure accurate, timely service. We provide benefits, 401k matching, and a culture that supports growth and performance.

Qualifications

• We will train people that come to firm with strong interpersonal skills and an amazing attitude.
• Hospitality, various sales backgrounds, restaurant, car sales, etc.
• We are open to a variety of experiences.
• 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.

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.

Skills

Interpersonal skills

Verbal communication

Written communication

Self-starter

Insurance software systems

Tools

MS Word

MS Excel

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management The Client Home Specialist sells new accounts in keeping with firm and individual goals. Home Specialists build relationships with prospects, service team, insurance company partners and centers of influence, while soliciting sales prospects specializing in home insurance products. What is a Client Home Specialist? This is a title we use for our licensed Insurance Agent. We are the 12th largest insurance broker in the USA and the 10th fastest growing broker in the USA This is an outbound and inbound phone sales position with warm leads provided We will take care of all licensing and you will be paid for all studying and taking a 60 hour online course all about property and casualty insurance – There is a test at the end of the process to earn your P&C license (20-44) This is a base pay ($41,600) plus commission. We will discuss commissions in person. It’s a 60-70K position all in first year and grows each year as you get more experience. This is not a remote position. Our Address is 6413 Congress Avenue Suite 260 Boca Raton, FL 33487 – Remote status can be earned with high performance! Hours are M-F 9-5 W-2 position with benefits and 401K plus 45 shares of stock options as a sign on bonus.

Principal 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.

Education, Experience, Skills and Abilities Requirements

• We will train people that come to firm with strong interpersonal skills and an amazing attitude.
• Hospitality, various sales backgrounds, restaurant, car sales, etc.
• We are open to a variety of experiences.
• 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.

Perks of Working at The Baldwin Group:

• Base salary plus commissions
• Leads provided
• Comprehensive training program
• Open to a variety of backgrounds making it a great place to transition into a new career
• Great leaders and an amazing culture
• Casual dress code
• Milestones and rewards for high performance. Will explain in person.
• Complete health benefits package
• 401k with company matching
• And much more….

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.