Insurance Sales - Personal Lines

The Baldwin Group; Boca Raton (FL); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Base salary + commissions

Leads provided

Training program

Career transition

Great leadership

Casual dress code

Milestones rewards

Health benefits

401k matching

Job summary

The Baldwin Group in Boca Raton, FL is seeking a Client Home Specialist to sell new home insurance accounts, service clients, and build relationships with prospects and partners. Training and licensing support are provided, with paid study time and a path toward a P&C license.

This role offers base pay plus commissions, clear onboarding, and opportunities for growth. On-site hours are Mon–Fri at our Boca Raton office, with a comprehensive benefits package and 401(k).

Qualifications

• We will train people with strong interpersonal skills and a positive attitude.
• Hospitality and sales backgrounds are welcomed.
• Self-starter with the ability to influence others through effective communication.
• Proficiency in basic Word/Excel and willingness to learn insurance software.

Responsibilities

• Gathers information and develops recommendations for prospective clients; presents proposals in detail.
• Communicates with clients, prospects, partners and service team effectively.
• Finalizes sales, coordinates deposits, bonds and certificates, and briefs the service team.
• Ensures accuracy and timeliness to minimize errors and omissions.
• Maintains knowledge of insurance industry and underwriting criteria.
• Meets monthly new business goals.
• Performs other functions as assigned by leadership.
• Identifies opportunities to improve the firm and processes.

Skills

Interpersonal skills

Attitude

Hospitality sales

Self-starter

MS Word

Excel

Insurance software

Core values

Tools

Microsoft Word

Microsoft 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 companypartnersand centers of influence, whilesolicitingsales prospects specializing in home insurance products.

What is a Client Home Specialist?

• This is a title we use for our licensed Insurance Agent.

• A Client Home Specialist is a home insurance expert

• 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 alllicensingand you will be paid for all studying and taking a60 houronline course all about property and casualty insurance – There is a test at the end ofthe processto earn your P&C license (20-44)

• This is a base pay ($41,600) plus commission.We will discuss commissions in person.It’sa 60-70K position all infirstyear 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 reviewingcoveragesin 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 forbinders 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 whiledemonstratingstrong organizational skills with high attention to detail.

• Maintains understanding and knowledge ofinsuranceindustry and underwriting criteria for insurance company partners represented by the firm to effectively communicatetoall 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 ofappropriate leadership.

Education, Experience,Skillsand 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 advancedknowledge of Microsoft Word and Excel.

• Ability to learnappropriate insurancecompanyand firm software systems.

• Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.

**Perks of Working atThe Baldwin Group:**

• Base salary plus commissions

• Leads provided

• Comprehensive training program

• Open to a variety of backgrounds making ita great placeto transition into a new career

• Great leaders and an amazingculture

• 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 will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.