Inside Sales - Insurance

Posted 8 Days Ago
Be an Early Applicant
Boca Raton, FL
42K Annually
Entry level
Insurance
The Role
The Client Home Specialist is responsible for selling new home insurance accounts, building relationships with prospects and insurance partners. They will gather client information, present proposals, coordinate sales processes, and meet monthly business goals. The role requires strong interpersonal skills, attention to detail, and a commitment to the company's core values.
Summary Generated by Built In

"Foundation Insurance of Florida welcomes new technologies, new and innovative ways of doing business and new challenges. While we welcome and embrace such change, we also recognize that one thing should never change and that one thing is our deepest held beliefs, these beliefs otherwise known as “Our Core Values.”
Our Core Values represent the “Foundation” of Foundation Insurance and they serve as the pillars of strength that we very proudly stand on together. Through the best of times or the most challenging of times, we will never compromise Our Core Values. Furthermore, Our Core Values provide our customers with an unprecedented level of service that is far superior to any they have ever experienced.
In 2019, we partnered with Baldwin Risk Partners (BRP), an insurance distribution holding company. Our connection with BRP gives our clients the best of both worlds – a local business deeply connected to the community with the backing of a larger firm that has preferred relationships with the most reputable insurance providers. Under BRP, we have best-in-class resources, increased geographic representation and expanded lines of insurance to support all your coverage needs as your life and business evolve."

  • 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.
    • A Client Home Specialist is a home insurance expert
    • We are the 18th 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 (2-20)
    • 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 250 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.

    #LI-KL1

    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.

The Company
HQ: Tampa, Florida
3,080 Employees
On-site Workplace

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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