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The Baldwin Group · 1 month ago

Insurance Advisor, Personal Lines - No experience needed, training provided!

Boca Raton, Florida, US

Full-time

Onsite

New Grad, Entry Level

$42K/yr - $70K/yr

0+ years exp

The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial and Private Insurance. The Client Home Specialist role involves selling home insurance products, building relationships with clients and partners, and achieving monthly new business goals, with training provided for licensing.

CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management

Work & Life Balance

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

Qualification

P&C LicenseSales SkillsMicrosoft WordMicrosoft ExcelInterpersonal SkillsVerbal CommunicationWritten CommunicationOrganizational Skills

Required

Strong interpersonal skills and an amazing attitude

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

Preferred

Hospitality, various sales backgrounds, restaurant, car sales, etc. We are open to a variety of experiences

Benefits

W-2 position with benefits

401K

45 shares of stock options as a sign on bonus

Company

The Baldwin Group

The Baldwin Group is an advisory firm that delivers insurance, risk mitigation, and wealth management solutions for businesses. It is a sub-organization of The Baldwin Group.

Founded in 2011

Tampa, Florida, USA

1001-5000 employees