Insurance Sales Pro – Leads Provided, Training & Growth

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

Benefits offered by this job

Base salary plus commissions

Leads provided

Comprehensive training

Open to a variety of backgrounds (new

Great culture

Casual dress code

Milestones and rewards for high perfom

Health benefits

401k with company matching

Stock options sign-on bonus

Job summary

The Baldwin Group in Boca Raton, FL is seeking a Client Home Specialist to sell new home insurance accounts and provide service to clients. You will complete licensing training (P&C) provided by us, earn base pay plus commissions, and work with warm leads in a collaborative team.

This on-site role offers Monday–Friday hours with benefits, including health, 401k and stock options as part of the package. High performance can unlock remote status in the future.

Qualifications

• We train candidates with strong interpersonal skills and a positive attitude.
• Hospitality or sales backgrounds are welcomed.
• Self-starter with the ability to influence others through effective verbal and written communication.

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

Sales experience

Presentation skills

Tools

Microsoft Word

Microsoft Excel

Job description

The Baldwin Group in Boca Raton, FL is seeking a Client Home Specialist to sell new home insurance accounts and provide service to clients. You will complete licensing training (P&C) provided by us, earn base pay plus commissions, and work with warm leads in a collaborative team.

This on-site role offers Monday–Friday hours with benefits, including health, 401k and stock options as part of the package. High performance can unlock remote status in the future.