Agency Development Specialist

Brown & Brown; Tampa (FL); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Orchid Insurance, an Arrowhead Intermediaries company, seeks an Agency Development Specialist to join our Tampa, FL team in a hybrid role. You will generate qualified quote submissions and grow written premium by partnering with inland and coastal agencies.

You will train agencies, maintain CRM records, and collaborate with Marketing and Product teams to share insights and opportunities. Occasional travel and trade shows may be required.

Qualifications

• Minimum of 2+ years P&C industry experience.
• Previous account management experience.
• Passion to remove obstacles and get the job done.
• Professional demeanor in a fast-paced production environment.
• Team-oriented and results driven.

Responsibilities

• Cultivate relationships with new and existing agents.
• Generate premium growth through agency interactions via outbound calls and emails.
• Train agencies via webinars and follow-ups.
• Serve as subject matter expert on product offerings and core systems.
• Maintain records of all sales activities in Salesforce.
• Collaborate with marketing for consistent agent communication.
• Monitor KPI outliers with agents and provide training where needed.
• Support product management and underwriting with competitive information.

Skills

P&C experience

Account management

Sales outreach

CRM (Salesforce)

MS Office

Communication

Education

Associate degree or higher

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

Tools

Salesforce

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

• 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.