P&C Insurance Agent | Flexible Hours & Growth

Achieva Credit Union

Tampa (FL)

Hybrid

USD 52,000 - 76,000

Full time

4 days ago
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Job summary

Achieva Credit Union in Tampa, FL is seeking a Property & Casualty Insurance Agent to deliver outstanding service and actively generate new business from existing members and new lead opportunities.

You will develop and qualify leads, create new policies, and handle paperwork while maintaining high service standards. This role supports a hybrid work environment with some in-office and field activity.

Qualifications

  • Bachelor’s degree in business or equivalent combination of education and experience.
  • 3+ years’ insurance sales and customer service experience.

Responsibilities

  • Develop and qualify leads to drive additional sales opportunities (Time 35%).
  • Maximize growth and client retention through superior customer service (Time 25%).
  • Create new business policies for clients, collecting information and completing required paperwork (Time 20%).
  • Perform clerical tasks including answering phones and typing documents (Time 20%).

Skills

Lead generation
Customer service
Communication
Multitasking
Sales

Education

Bachelor’s degree in business
3+ years insurance sales and customer service

Job description

Achieva Credit Union in Tampa, FL is seeking a Property & Casualty Insurance Agent to deliver outstanding service and actively generate new business from existing members and new lead opportunities.

You will develop and qualify leads, create new policies, and handle paperwork while maintaining high service standards. This role supports a hybrid work environment with some in-office and field activity.

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