Service Sales Person
Baldwin
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.The Baldwin Group 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.
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.
Hospitality, various sales backgrounds, restaurant, car sales, etc. Intermediate to advanced knowledge of Microsoft Word and Excel.
Ability to learn appropriate insurance company and firm software systems.
Base salary plus commissions
- Comprehensive training program
- Casual dress code
- Milestones and rewards for high performance.
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