Insurance Sales Associate

Franklin Street; Florida; On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salaries

Medical benefits

401(k)

Paid time off

Job summary

Franklin Street is seeking an Insurance Sales Associate to join our Insurance Team in Tampa, FL. The role involves observing senior producers, conducting outreach calls, and managing the sales pipeline in Frankie, while building expertise in our insurance products and target markets.

The ideal candidate has 2+ years of commercial insurance experience, strong communication skills, and an active Florida 2-20 license or willingness to obtain within 60 days. A Bachelor’s degree is preferred.

Qualifications

• Two or more years of commercial insurance work experience (commissioned sales and customer service) preferred.
• Active insurance sales license required by state or obtained within 60 days.
• Proficiency with MS Office and familiarity with databases required.

Responsibilities

• Observe senior producers to learn call handling and note-taking.
• Conduct outreach sales calls to prospects in Target Markets.
• Manage and update pipeline in Frankie; organize deal information.
• Create presentations and proposals for prospects and submissions for insurance marketplace.
• Prepare estimates for clients and prospects on new assets underwriting for acquisitions.
• Follow up on quotes and renewal submissions; support sales retention tasks.

Skills

MS Office

Databases

Relationship management

Business development

Education

Bachelor's degree preferred

Tools

Frankie system of record

Job description

Franklin Street is currently seeking an Insurance Sales Associate to join our Insurance Team in Tampa, FL.

Position Overview:

• Observe senior producers while they are making calls to listen, learn, and assist them in the note taking and follow up process based on call outcome.


• Conduct outreach sales calls to prospects in Frankie based on direction provided by management and senior producers on team.


• Become proficient in Franklin Street's system of record for all deals and prospects, Frankie.


• Become proficient in researching and databasing all companies and key people in Target Markets.


• Scrub and update dynamic fields for companies currently existing in Frankie that are in Target Markets including contact information for all key people.


• Track sales initiation coverage of “target market” and present to sales team to discuss strategies to improve and increase.


• Achieve measurable expectations established by management for various sales initiation tasks and activities as assigned.


• Manage your own pipeline, keepingthem up to date and accurate in Frankie.


• Organize, analyze, and summarize deal information that is received from prospects on new business.


• Create presentations and proposals for prospects.


• Create pertinent submission documents for placement in the insurance marketplace including Statement of Values, Loss Summaries, and Coverage Specs.


• Create Estimates for clients and prospects on new assets they are underwriting for acquisitions.


• Achieve measurable expectations established by management for various sales conversion tasks and activities as assigned.


• Responsible for supporting sales retention activities.


• Order loss runs


• Create proposals


• Review and follow-upon quotes


• Send renewal submissions


• Achieve measurable expectations established by management for various sales retention tasks and activities as assigned.

Requirements:

• Two or more years of commercial insurance work experience; commissioned sales and customer service as an insurance agent, and/or experience in real estate is preferred.


• Ability to comprehend, analyze and interpret complex business documents, detailed financial summaries, and multi-tiered insurance models is preferred.


• Demonstrated business development, cultivation, and relationship management skills with ability to identify customer needs and effectively communicate, position, negotiate, and drive sales solutions.


• High level of proficiency in computer skills including MS Office applications (Excel, Word, Outlook) and internet / application software is required, along with a willingness and ability to learn new software programs.


• Experience working with databases a plus.


• Ability to understand basic real estate concepts for all major property types including ability to achieve a strong grasp of financial terms and principles necessary in real estate underwriting (IRR, NPV, Return on Equity, etc.)


• Bachelor’s Degree from a regionally accredited college or university preferred. A degree in sales, insurance/risk management, business, management, marketing, or Real Estate preferred.


• An active insurance sales license is required as applicable by state (In Florida, an active 2-20 license is required) or must be obtained within the first 60 days of employment.

About Franklin Street:

Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions to meet clients’ evolving needs. Through a collaborative philosophy of leveraging the resources, expertise, and experience of each of its divisions—Real Estate, Capital, Insurance, Property Management, and Project Management—Franklin Street offers unmatched value and optimal solutions for clients nationwide.

Make your next career move with Franklin Street. With seven lines of business and six offices across Florida and Atlanta, that perfect opportunity you’ve been looking for is here. We believe in hiring a mix of experienced and new talent to join our team of professionals. Whatever your expertise, wherever you are on your career path, Franklin Street is your destination for success.

Learn more about Franklin Street and our award-winning culture at www.FranklinSt.com.

Franklin Street offers competitive salaries, medical – including additional discounts, dental, and vision benefits, disability, and life insurance, 401(K), paid time off, and holiday pay. We also love working together to help the community through our company-sponsored philanthropy events.

Must be able to successfully pass pre-employment (post-offer) drug screen and background check.

Franklin Street and Lighthouse HR Services is an Equal Opportunity Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, or any other classification protected by law.