Orlando Insurance Advisor | PTO & Mon-Fri Schedule

Francisco Ortiz - GreatFlorida Insurance; Orlando (FL); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Mon-Fri Schedule

Job summary

GreatFlorida Insurance in Orlando is seeking a client-focused insurance professional who believes in helping neighbors protect what matters most. You will review files, explain coverages, and deliver clear guidance to residents across the Orlando area in a warm, local office environment.

Daily duties include quoting home, auto, and commercial policies, handling inquiries, processing changes, and maintaining accurate records in our agency system while supporting community outreach to grow our

Qualifications

• Review client files to identify coverage gaps and propose solutions.
• Explain benefits of various insurance policies to prospective clients.
• Prepare and deliver home, auto, and commercial insurance quotes.
• Process policy changes and answer billing questions.
• Maintain accurate records in the agency system for follow-up and compliance.
• Participate in local community outreach to grow brand presence in Orlando.

Responsibilities

• Review client files to identify coverage gaps and offer solutions.
• Manage inquiries from prospective clients and explain policy benefits.
• Prepare and deliver quotes for home, auto, and commercial insurance.
• Process policy changes and assist with billing questions.
• Maintain accurate records in the agency management system for follow-up and compliance.
• Participate in local community outreach to grow the Orlando brand.
• Support a friendly, welcoming in-office experience for clients.

Skills

Customer service

Verbal and written communication

Pipeline management

Attention to detail

Quoting software

Policy management systems

Tools

Policy management software

Quoting software

Job description

GreatFlorida Insurance in Orlando is seeking a client-focused insurance professional who believes in helping neighbors protect what matters most. You will review files, explain coverages, and deliver clear guidance to residents across the Orlando area in a warm, local office environment.

Daily duties include quoting home, auto, and commercial policies, handling inquiries, processing changes, and maintaining accurate records in our agency system while supporting community outreach to grow our