Insurance Sales Associate

Franklin Street; Tampa (FL); Vor Ort; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Medical, dental, vision

401(k) plan

Paid time off

Holiday pay

Community philanthropy

Zusammenfassung

Franklin Street in Tampa, Florida is seeking an Insurance Sales Associate to join our Insurance Team. The role includes a training program to develop the skills for a sales professional and obtain required licensing to perform effectively.

The position offers exposure to commercial insurance and real estate markets, with hands-on experience across initiation, conversion, and retention activities. A Florida 2-20 license or plan to obtain within 60 days is required.

Qualifikationen

• Two or more years in commercial insurance sales or related real estate experience.
• Active Florida 2-20 insurance license required or to be obtained within 60 days.
• Strong business development and relationship management skills.

Aufgaben

• Observe and assist senior producers during calls and note-taking.
• Conduct outreach sales calls to prospects in target markets.
• Maintain and analyze pipeline in Frankie CRM.
• Prepare proposals and submission documents for insurance placements.
• Create estimates for clients and prospects on assets they underwrite.
• Meet management-defined sales initiation, conversion, and retention targets.

Kenntnisse

Sales skills

Business development

Customer service

MS Office

Insurance licensing

Real estate knowledge

Ausbildung

Bachelor’s Degree

Tools

Frankie system

Jobbeschreibung

Description

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

Position Overview:

The Insurance Sales Associate role includes a training program to develop the needed skills for a Sales Associate position. The Insurance Associate will be self-motivated, assertive, committed, and have an entrepreneurial mindset. The program will allow the Associate to learn the basics of the commercial insurance industry, commercial real estate industry, Franklin Street’s platform, sales skills and obtain required licensing to perform a sales professional role.

SalesInitiation Responsibilities

• 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.

Sales Conversion Responsibilities

• 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.

Sales Retention Responsibilities

• Responsible for supporting sales retention activities.
• Order loss runs
• Create proposals
• Create loss summaries
• Review and follow-upon quotes
• Send renewal submissions
• Create client invoices
• 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.