Personal Lines Insurance Pro — In-Person, Great Benefits

Rountreemooreford; Holiday (FL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

HSA and 401K contributions

Paid time off and holidays

Job summary

Morgan Insurance Services, part of Morgan Auto Group, is seeking Personal Lines Insurance Agents for in-store roles in the Tampa Bay area. Join a growing team to help customers select auto and property coverage and provide a seamless service experience in a fast-paced setting.

The role emphasizes sales through referrals, training in products and processes, and meeting monthly targets. Florida licenses 2-20 or 20-44 are required, with full benefits and competitive compensation.

Qualifications

• Must be dedicated, competent self-starter who can work independently and on a team; a people person.
• Possess strong interpersonal, verbal and written communication skills.
• Strong, swift computer skills and proficient in Microsoft Outlook, Word, and Excel.
• Experience with multi-rater software or insurance industry CRMs is a plus.
• Must be at ease creating a relationship from a cold start in person.
• Willingness to learn and be coachable.

Responsibilities

• Solicit new insurance business in store and / or working mass marketing lists, personal referrals and cross sell
• Assist customers in making insurance decisions by carefully matching needs with optimal products and services
• Maintain compliance through accurate trailing documentation in agency systems and tracking of activity
• Must follow through completely with the sales process, from verification/quote through underwriting documentation
• Remain current on products and processes in a multi-product and multi-carrier environment
• Meet monthly sales and performance goals

Skills

Sales experience

Interpersonal skills

Communication skills

CRM experience

Education

Bachelor’s degree preferred

High School Diploma required

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Morgan Insurance Services, part of Morgan Auto Group, is seeking Personal Lines Insurance Agents for in-store roles in the Tampa Bay area. Join a growing team to help customers select auto and property coverage and provide a seamless service experience in a fast-paced setting.

The role emphasizes sales through referrals, training in products and processes, and meeting monthly targets. Florida licenses 2-20 or 20-44 are required, with full benefits and competitive compensation.