Agency Development Specialist

Brown & Brown, Inc.; Tampa (FL); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Orchid Insurance in Tampa, FL is seeking an Agency Development Specialist to grow written premium by cultivating strong relationships with insurance agencies in inland and coastal regions. The role supports Agency Development Managers and Agents, with hybrid work arrangements and a focus on timely submissions and product knowledge.

You will train agencies via webinars, manage accounts in Salesforce, monitor performance, and coordinate with marketing and underwriting to optimize opportunities,

Qualifications

• Minimum of 2+ years P&C industry experience.
• Previous account management experience.
• Proactive about removing obstacles and getting results.
• Professional demeanor in a fast-paced production environment.
• Willing to represent the company with utmost professionalism.
• Team oriented, driven to meet deadlines in a high-volume setting.
• Proficient with MS Office and CRM like Salesforce.
• Comfortable talking to new people daily by phone or virtual meeting.
• Occasional travel, possibly overnight; own or rental vehicle may be needed.

Responsibilities

• Cultivate relationships with new and existing agents.
• Generate premium growth via outbound calls and emails.
• Train agencies via webinars and follow up on questions.
• Become a subject matter expert on products and core systems.
• Provide general account management and accurate Salesforce records.
• Collaborate with marketing for consistent agent communication.
• Monitor KPIs and address outliers with agents.
• Coordinate with product management and underwriting on opportunities.
• Support agents per management direction.
• Meet or exceed agency engagement goals; respond to inquiries promptly.

Skills

P&C industry experience

Account management

Professional demeanor

Team oriented

MS Office Suite

CRM software (Salesforce)

Communication by phone/virtual

Travel willingness

Motor Vehicle Report acceptance

Education

Associate degree or higher; or relative work experience

P&C license preferred (4-40, 2-20 or 1-20)

Tools

Salesforce

MS Office Suite

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Orchid Insurance, an Arrowhead Intermediaries company, is seeking an Agency Development Specialist to join our growing team in Tampa, FL - Hybrid. The Agency Development Specialist is responsible for generating qualified quote submissions and growing written premium through agencies in our inland and coastal regions as well as supporting and maintaining select accounts. This will include providing prompt and effective support to Agency Development Managers and Agents when needed. Proactive efforts will include activities that keep agents informed on systems and products to generate qualified quote submissions and underwriting guidelines, as well as general account management. To be successful as an Agency Development Specialist, you should be able to build an instant rapport with people and be a good listener.

How You Will Contribute:

• Cultivate relationships with new and existing agents.
• Generate new premium growth through interaction with new and existing agencies via outbound calling and emailing.
• Train new and existing agencies via effective online webinars and follows up on outstanding questions posed by webinar attendees.
• Become a subject matter expert on our product offerings and core system(s).
• Provide general account management for agencies and maintain accurate records of all sales activities via Salesforce.
• Collaborate with the marketing department to ensure consistent agent communication.
• Proactively monitor, understand, and correct key performance indicator outliers with agents.
• Work proactively with product management and underwriting to communicate competitive information and to convey necessary product modifications or new opportunities.
• Provide an additional layer of support for our agents, at the directive of management.
• Ability to meet and/or exceed goals related to agency engagement metrics.
• Monitor incomplete quote activity to identify potential training opportunities.
• Handle and resolve agent inquiries in a prompt and professional manner.
• Occasionally interact in person with agents at agency locations and/or trade shows.
• Coordinate and manage trade show leads.

Skills & Experience to Be Successful:

• Required:
  • Minimum of 2 plus years P&C industry experience.
  • Previous account management experience.
  • Passion to remove obstacles and get the job done.
  • Possess a professional demeanor in a fast-paced production environment.
  • Be willing to always represent the company with utmost professionalism.
  • Must be team-oriented, results driven, and desire to meet team deadlines in a high-volume environment.
  • Proficiency in MS Office Suite and CRM software, such as Salesforce.
  • Comfortable talking to new people daily via telephone or virtual meeting.
  • Available for occasional travel (potentially overnight).
  • This position requires routine travel which may require the teammate to drive their own vehicle or a rental vehicle.
  • Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.
• Preferred:
  • Associate degree or higher; or combination of relative work experience.
  • P&C insurance license (4-40, 2-20 or 1-20).
  • Previous Personal Lines Excess & Surplus experience.
  • Previous account management or inside sales experience.
  • Homeowners underwriting/process knowledge.
  • Strong familiarity with Salesforce CRM.
  • Strong interpersonal skills with the ability to build relationships with customers and teammates of all levels.
  • Polished presentation skills to conduct virtual and in-person product training.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
• Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.”While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.