Insurance Specialist

Transamerica Agency Network; Tampa (FL); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Transamerica Agency Network in Tampa, FL, is seeking an Insurance Specialist for a full-time hybrid role, with partial work-from-home flexibility. You will meet with clients to assess insurance and financial needs, explain product options, and recommend solutions aligned with long-term goals.

The role emphasizes client education, proactive outreach, and building lasting relationships while ensuring compliance and accurate record-keeping. Licensing progress within state may be required.

Qualifications

• Insurance knowledge including life and related products.
• Foundational understanding of Finance, retirement planning, and risk concepts.
• Strong communication abilities with clear explanations and active listening.
• Customer service skills focused on trust, issue resolution, and long-term relationships.

Responsibilities

• Meet with clients to assess insurance and financial needs and explain product options.
• Prepare proposals and process applications in a timely, accurate manner.
• Maintain accurate client records and ensure regulatory compliance.
• Follow up with prospects and clients; respond to inquiries and provide ongoing support.
• Collaborate with team members and brokerage partners; participate in training and development.
• Place emphasis on customer education, relationship building, and proactive outreach.

Skills

Insurance knowledge

Finance & retirement planning

Communication skills

Customer service

Hybrid work adaptability

Licensing (state) or obtaining license

Job description

Company Description Transamerica Agency Network connects wealth and health, helping clients build habits today that support financial security and well-being tomorrow. As part of Transamerica, the agency offers a wide range of insurance and financial products from some of the most recognized companies in the industry. Affiliated associates work with individuals, families, and businesses to educate clients and implement strategies that support saving for the future, protecting loved ones, and retiring with income. The organization focuses on empowering clients to add more years to their lives and more life to their years through sound financial planning. Insurance products are provided through United Financial Services, Inc. and affiliated Transamerica companies.

Role Description The Insurance Specialist is a full-time, hybrid role based in Tampa, FL, with the opportunity to work from home part of the time. This role involves meeting with clients to assess their insurance and financial needs, explaining product options, and recommending appropriate solutions that align with long-term goals. The Insurance Specialist will prepare proposals, process applications, and maintain accurate client records while ensuring compliance with regulatory and company requirements. Daily responsibilities include following up with prospects and clients, responding to inquiries, collaborating with team members and brokerage partners, and participating in ongoing training and development. The role requires a strong focus on customer education, relationship building, and proactive outreach to help clients work toward lifetime financial security.

Qualifications

• Insurance knowledge, including life and related products, with experience in Insurance Brokerage preferred.
• Foundational understanding of Finance, retirement planning, and risk management concepts.
• Strong Communication abilities, including clear explanation of complex information and active listening.
• Customer Service skills focused on building trust, resolving issues, and maintaining long-term relationships.
• Ability to work effectively in a hybrid environment, managing time and priorities in office and remote settings.
• Relevant state insurance licensing (or ability to obtain within a specified timeframe).
• Sales or client-facing experience in insurance, financial services, or a related field is beneficial.
• High level of integrity, professionalism, and commitment to non-discriminatory, client-centered service.