Personal Lines Sales Agent
StavvySalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Home Insurance Sales - Will Train - Personal Lines at Foundation Risk Partners
Boca Raton, Florida, United States
$41,600 – $70,000Compensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- Must obtain a P&C (2-20) license through a 60-hour online course (Baldwin Group covers all licensing costs and the course)
- Passing a test at the end of the licensing process is required
- Excellent communication skills (articulate and effective)
- Strong organizational skills
- High attention to detail
- Ability to build relationships
Responsibilities
- Sells new accounts to prospects specializing in home insurance products (outbound and inbound phone sales with warm leads provided)
- Gathers information from prospects, presents proposals, reviews coverages in detail, and ensures client understanding
- Finalizes sales, collects deposits, arranges for binders and certificates, and briefs the service team on policy sales
- Communicates effectively with clients, prospects, insurance company partners, and the service team
- Adheres to firm policies and procedures, maintains accuracy, timeliness, and minimizes potential errors and omissions claims
- Maintains understanding of insurance industry and underwriting criteria
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary and compensation for this role?
The position offers a base pay of $41,600 plus commission, with potential earnings of $60,000 - $70,000 in Year 1, growing with experience. Benefits include 401K and a sign-on bonus of 45 shares of stock options.
Is this position remote or onsite?
The role is onsite, with remote work possible with high performance.
What skills are required for this position?
Required skills include excellent communication skills (articulate and effective), strong organizational skills, high attention to detail, and the ability to build relationships. A P&C (2-20) license is required, which the company will help obtain.
What is the company culture like at Baldwin Risk Partners?
The Baldwin Group is known for its differentiated culture, entrepreneur-led and inspired approach, and holistic focus on insurance and risk management. It is the 16th largest insurance broker in the USA and 10th fastest growing.
What makes a strong candidate for this role?
Strong candidates have excellent communication, organizational skills, attention to detail, and relationship-building abilities. No prior license is needed as the company covers the 60-hour P&C licensing course and training.
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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