Client Home Specialist - Personal Lines

Client Home Specialist

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 takes a holistic and tailored approach to insurance and risk management.

A Client Home Specialist is a home insurance expert. 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. 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. This is a 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 Foundation Insurance, A Baldwin Group Company:

• 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