Client Home Specialist - Personal Lines

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 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 alllicensingand you will be paid for all studying and taking a60 houronline course all about property and casualty insurance – There is a test at the end ofthe  processto earn your P&C license (20-44)

• This is a base pay ($41,600) plus commission. We will discuss commissions in person.It’sa 60-70K position all infirstyear 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 reviewingcoveragesin 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 forbinders 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 whiledemonstratingstrong organizational skills with high attention to detail.

• Maintains understanding and knowledge ofinsuranceindustry and underwriting criteria for insurance company partners represented by the firm to effectively communicatetoall 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 ofappropriate leadership.

Education, Experience,Skillsand 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 advancedknowledge of Microsoft Word and Excel.

• Ability to learnappropriate insurancecompanyand firm software systems.

• Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.

Perks of Working atFoundation Insurance, A Baldwin Group Company: 

• Base salary plus commissions

• Leads provided

• Comprehensive training program 

• Open to a variety of backgrounds making ita great placeto transition into a new career

• Great leaders and an amazingculture

• Casual dress code

• Milestones and rewards for high performance. Will explain in person. 

• Complete health benefits package 

• 401k with company matching 

• And much more….  

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