Insurance Sales Associate, Bilingual

securityfirstmanagers; Ormond Beach (FL); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Salary plus incentive bonus program

Bilingual (English/Spanish)

On-the-job training

Job summary

Security First in Florida seeks an In-House Insurance Sales Associate to promote and sell our insurance products, assess client needs, and provide tailored coverage options.

The role emphasizes new business conversion and retention for the in-house agency and strategic partners, with on-the-job training and bilingual English/Spanish support.

Salary plus an incentive bonus program, competitive benefits, and opportunities for growth are offered by Security First.

Qualifications

• High school diploma or equivalent.
• Florida P&C license or ability to obtain within 90 days.
• One year of experience in a related field.

Responsibilities

• Submits new business quotes and applications following carrier guidelines.
• Pre-qualifies new business applicants per underwriting guidelines.
• Guides customers on coverage, options, and endorsements.
• Maintains required agency file documentation for risk assessment.
• Assists customers with endorsements and policy inquiries.
• Identifies and manages risks associated with business activities.
• Follows risk and compliance policies and procedures.
• Maintains a strong customer-service orientation.

Skills

Sales

Customer service

Bilingual

Communication

Education

High school diploma or equivalent

Florida property and casualty license (P&C) 440 or ability to obtain within 90 days

Job description

**Job Summary:

We are seeking an In-House Insurance Sales Associate to join our team. The ideal candidate will be responsible for promoting and selling Security First insurance products to customers, identifying their needs, and providing them with the best insurance solutions based on their requirements.

Focuses:

Focuses on new business conversion and retention for in-house agency and strategic partners. Coordinates new business sales calls, processes web-generated quotes and assists strategic partners with lead conversion from diverse sources.

• Salary plus Incentive Bonus Program
• Bilingual (English/Spanish)
• On-the-job training

**Essential Job Functions:

• Submits new business quotes and applications within carrier eligibility guidelines; completes documentation requirements in compliance with each carrier's guidelines
• Pre-qualifies new business applicants based on carrier eligibility and underwriting guidelines
• Provides professional guidance to agency customers on coverage, options, and endorsements
• Requests and maintains appropriate agency file documentation to support risk selection and eligibility
• Assists customers with endorsements, coverage changes, and inquiries regarding their policy
• Identifies and manages existing and emerging risks related to business activities
• Ensures effective identification, measurement, monitoring, and management of risks
• Follows written risk and compliance policies, standards, and procedures
• Maintains a customer service orientation and positive image of the Company

Minimum Requirements:

• High school diploma or equivalent
• One (1) year of experience in a related field
• OR an equivalent combination of education, certification, training, and/or experience

Certifications and Licenses:

• May be required to possess a valid state of Florida driver's license
• Florida property and casualty (P&C) 440 license or ability to obtain within 90 days of hire
• Insurance industry designations or trade certifications as required

Why You’ll Love Working Here

We're serious about our work but we also believe work should be enjoyable.

Our offices were designed with our team members in mind and includes:

• State-of-the-art fitness center
• Complimentary chef-prepared lunches monthly
• Beautiful walking trail around our offices
• Team Member appreciation events throughout the year
• Food truck events featuring local favorites
• Professional development, mentoring, and continuing education
• Competitive benefits package including medical, dental, vision, paid time off, 401(k), and more

At Security First, you’ll find a collaborative culture where people genuinely enjoy working together and where your expertise is valued.