Entry Level Insurance Sales - Personal Lines

Posted Yesterday
Be an Early Applicant
Boca Raton, FL, USA
In-Office
60K-70K Annually
Entry level
Insurance
The Role
Outbound and inbound phone sales role selling home insurance. Build relationships with prospects and partners, gather information, present proposals, finalize sales, collect deposits, arrange binders/certificates, meet monthly new-business goals, maintain accuracy and underwriting knowledge, and support service team and process improvements.
Summary Generated by Built In

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 company partners and centers of influence, while soliciting sales prospects specializing in home insurance products. 

What is a Client Home Specialist?  

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

  • 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 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.  We will discuss commissions in person. 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 

  • 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 The Baldwin Group:   

  • 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….   

#LI-SL1

IND1

Click here for some insight into our culture!

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.

Skills Required

  • Strong interpersonal and communication skills
  • Positive attitude and cultural fit with firm core values
  • Self-starter with ability to influence through verbal and written presentations
  • Intermediate to advanced knowledge of Microsoft Word and Excel
  • Ability and willingness to obtain Property & Casualty (P&C) license (60-hour course and exam)
  • Ability to learn and use insurance company and firm software systems
  • Comfortable with outbound and inbound phone sales and meeting monthly new business goals
  • Open to a variety of backgrounds (hospitality, restaurant, car sales, etc.)
  • Ability to work on-site M-F 9-5 at Boca Raton, FL office (remote status may be earned later)

The Baldwin Group Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.

  • Healthcare Strength Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
  • Leave & Time Off Breadth Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
  • Equity Value & Accessibility Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.

The Baldwin Group Insights

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The Company
HQ: Tampa, Florida
3,080 Employees

What We Do

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.

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