Client Home Specialist

About the role

The Baldwin Group is an award‑winning entrepreneur‑led 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 throughout the U.S. and abroad. The Baldwin Group (NASDAQ: BWIN) takes a holistic and tailored approach to insurance and risk management, boasting award‑winning industry expertise, a highly differentiated culture, and recognition as the 12th largest and 10th fastest‑growing insurance broker in the USA. A Client Home Specialist is a licensed Insurance Agent and home‑insurance expert who sells new accounts, builds relationships with prospects, service teams, insurance company partners, and centers of influence, and solicits sales prospects specializing in home insurance products. This is an outbound and inbound phone sales position with warm leads provided. The role is based at 6413 Congress Avenue, Suite 260, Boca Raton, FL 33487; remote status can be earned with high performance.

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.