The Baldwin Group · 2 weeks ago
Insurance Advisor, Personal Lines - No experience needed, training provided!
Boca Raton, FL
Full-time
Onsite
New Grad, Entry Level
$42K/yr - $70K/yrThe Baldwin Group is an award-winning insurance brokerage firm that specializes in delivering tailored insurance and risk management solutions. They are seeking a Client Home Specialist, responsible for selling home insurance products, building relationships with clients, and achieving new business goals while receiving comprehensive training and support.
CreditEmployee BenefitsFinancial ServicesInsuranceRisk Management
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
Required
Strong interpersonal skills
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 experience
Various sales backgrounds (restaurant, car sales, etc.)
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
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5BKey Investors
Gallatin Point Capital
2025-12-10Post Ipo Debt· $600M
2025-03-26Post Ipo Debt· $110M
2024-05-08Post Ipo Debt· $600M
Leadership Team
Jim Roche
President, The Baldwin Group and CEO, Underwriting, Capacity, & Technology Solutions
Richard Tallo
Chief Marketing Officer at The Baldwin Group
Recent News
Beinsure - Insurance, Reinsurance, InsurTech Insights
2026-01-14
2026-01-13
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