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Join a dynamic team as a Personal Lines Insurance Advisor where you'll generate new business and manage client relationships. This role emphasizes the importance of effective communication and organizational skills, as you will be responsible for developing marketing strategies and maintaining strong client connections. You'll also have the opportunity to work collaboratively within a supportive environment that values self-starters. The company offers comprehensive benefits focusing on your total well-being, including health, financial, and mental health support. If you're looking for a rewarding career in insurance, this is the perfect opportunity for you.
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
We are seeking a motivated and results-oriented Personal Lines Insurance Advisor to join our dynamic team. In this role, you will be responsible for generating new business and managing existing client relationships for personal lines insurance products, including auto, home, and personal liability coverage.
How You Will Contribute
Develop a Personal Lines Sales and Marketing Center for the agency. Establish referral sources through relationships with Realtors, Bankers, Mortgage Companies, Builders, Auto Dealerships, etc.
Create visibility through involvement in the community.
Receive requests for Personal Lines new business quotes, ascertain lead source, and gather the necessary information to produce quotations. Create proposals, including recommendations, for presentation to prospects using sales techniques representative of the agency.
Establish premium payment arrangements and meet agency account receivable guidelines for each new account.
Work closely with Personal Lines Customer Service Agents, providing guidance and assistance in maintaining and servicing the agency’s personal lines accounts.
Monitor all personal lines new business lead sources for review with management.
Maintain pleasant and satisfactory relationships with all company personnel, with emphasis placed on meeting agency/company objectives. Place new business in the best available market for the insured, taking into consideration maximum commission and protection of agency markets.
Generate life, health, and estate planning leads through prospecting new and existing customers.
Maintain a monthly New Business Log for review with management.
Skills & Experience to Be Successful
Required
4-year College Degree
Florida 2-20 License, or obtained within 90 days
Prior sales experience
Effective communication skills, organizational skills, and ability to respond to requests effectively and efficiently
Proficient in Microsoft Suite applications
Excellent verbal and written communication skills
Excels in a collaborative team environment; Team player
Routine or periodic travel is required; which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.
Preferred
Working knowledge of AMS360 and ImageRight
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services;
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.