Insurance Sales Specialist

Joe Raley - State Farm Insurance Agent; Vero Beach (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Joe Raley - State Farm Insurance Agent in Vero Beach, FL seeks an Insurance Sales Specialist to advise customers, tailor coverages, and generate personalized quotes for auto, home, life, and health insurance. The role is full-time and on-site, with daily customer interactions and active involvement in local marketing.

Candidates should demonstrate strong sales skills, knowledge of core insurance products, and a patient, service-oriented approach. Licensing within a defined timeframe is preferred.

Qualifications

• Ability to demonstrate strong Insurance Sales skills, including prospecting, needs analysis, and closing.
• Knowledge of auto, home, life, and supplemental coverage products.
• Experience providing high-quality customer service with clear communication and problem resolution.
• Background in Insurance Brokerage or agency environments, including handling quotes and policy administration.

Responsibilities

• Consult with prospective and existing customers to understand their needs and provide insurance recommendations.
• Prepare personalized quotes for auto, home, life and health insurance products.
• Respond to inbound inquiries and conduct outbound follow-ups.
• Explain policy features and assist with applications, changes, and renewals.
• Maintain accurate records in the agency's systems and deliver high-quality customer service.
• Engage in local marketing and outreach to build and retain a strong client base.

Skills

Insurance sales

Needs analysis

Customer service

CRM systems

Office software

Communication skills

Education

High school diploma or equivalent

Job description

Company Description

Joe Raley - State Farm Insurance Agent is a local State Farm office serving individuals and families in Palm Bay, FL and the surrounding area with life, home, auto, and other insurance products. The agency focuses on providing personalized coverage options and straightforward guidance to help customers protect what matters most. Team members work in a collaborative environment where customer service, integrity, and community relationships are central to daily operations. Applicants can expect to join a well-known, nationwide brand while contributing to a locally focused agency.

Role Description

The Insurance Sales Specialist is a full-time, on-site role based in Vero Beach, FL. In this position, the specialist will consult with prospective and existing customers to understand their needs, provide insurance recommendations, and prepare personalized quotes for products such as auto, home, life, and health insurance. Daily responsibilities include responding to inbound inquiries, conducting outbound follow-ups, explaining policy features, processing applications, and supporting policy changes and renewals. The role also involves maintaining accurate records in the agency's systems, delivering consistent, high-quality customer service, and participating in local marketing and outreach activities to build and retain a strong client base.

Qualifications

• Ability to demonstrate strong Insurance Sales skills, including prospecting, needs analysis, and closing.
• Knowledge of core Insurance products such as auto, home, life, and supplemental coverage.
• Experience providing high-quality Customer Service, with a focus on clear communication and problem resolution.
• Background in Insurance Brokerage or agency environments, including handling quotes and policy administration.
• Understanding of Health Insurance concepts and the ability to explain benefits and options to customers.
• State insurance licensing (or eligibility to obtain required licenses within a defined timeframe).
• Strong interpersonal, listening, and presentation skills; comfortable engaging with a diverse customer base.
• Basic proficiency with office software and CRM systems for documenting interactions and managing leads.
• Reliable work ethic, attention to detail, and ability to work effectively in a team-oriented office setting.
• Prior sales or customer-facing experience preferred; high school diploma or equivalent required, further education a plus.