Client-Focused Insurance Advisor in Miami (Auto, Home, Life)

Univista Insurance; Miami (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

UniVista Insurance in Miami is seeking a full-time Insurance Agent to meet with clients, assess insurance needs, and recommend auto, home, commercial, life, health, and annuity products. You will generate leads, prepare quotes, close sales, and maintain client records, ensuring compliant guidance in a dynamic market.

The role requires strong communication, bilingual abilities a plus, and a Florida license. On-site collaboration with internal teams supports a seamless customer experience.

Qualifications

• Experience prospecting, presenting, and closing insurance solutions.
• Foundational knowledge across multiple policy lines to explain coverage and terms.
• Ability to perform basic financial analysis for premium comparisons and policy recommendations.
• Strong customer service skills to build relationships and resolve inquiries.

Responsibilities

• Meet with prospective and existing clients to assess insurance needs.
• Explain coverage options and recommend suitable products across auto, home, commercial, life, health, and annuities.
• Generate leads, follow up on inquiries, prepare quotes, and close sales.
• Maintain accurate client records and documentation; handle changes and renewals.
• Stay informed on industry regulations, offerings, and market trends to provide compliant guidance.

Skills

Insurance sales

Insurance brokerage

Finance skills

Customer service

Communication

Bilingual (English/Spanish)

Education

Florida property & casualty and/or life & health license

Job description

UniVista Insurance in Miami is seeking a full-time Insurance Agent to meet with clients, assess insurance needs, and recommend auto, home, commercial, life, health, and annuity products. You will generate leads, prepare quotes, close sales, and maintain client records, ensuring compliant guidance in a dynamic market.

The role requires strong communication, bilingual abilities a plus, and a Florida license. On-site collaboration with internal teams supports a seamless customer experience.