Sales Agent

Heart of Florida Insurance; Palm Coast (FL); On-site; USD 35,000 - 52,000; Full time

Job summary

Heart of Florida Insurance is seeking a Sales Agent to work on-site in Palm Coast, FL. You will engage with clients to understand their coverage needs, explain options, and recommend suitable policies. Daily tasks include lead generation, policy reviews, quotes, and processing new policies and renewals.

You will deliver responsive service, answer questions, and assist with changes and basic claims guidance while supporting ongoing training and team goals.

Qualifications

• Strong communication and written skills for client conversations and documentation.

Responsibilities

• Engage with prospective and existing clients to understand insurance needs.
• Explain available products and recommend suitable coverage options.
• Generate leads and conduct policy reviews.
• Prepare quotes and process new policies and renewals.
• Provide responsive customer service and answer coverage questions.
• Assist clients with policy changes and basic claims guidance.
• Maintain accurate records in the agency management system and collaborate to meet sales goals.

Skills

Communication

Customer service

Sales prospecting

Product knowledge

Training willingness

Licensing readiness

CRM/organization

On-site availability

Attention to detail

Insurance background (preferred)

Education

State insurance license (or ability to obtain)

Tools

CRM familiarity

Job description

Company Description

Heart of Florida Insurance is a locally based insurance agency serving clients from its main office in Minneola, FL as well as their sub branches in Palm Coast, FL and Lady Lake, FL. The company focuses on providing accessible and personalized insurance solutions to individuals and businesses in the surrounding communities. Team members work closely with customers to help them understand coverage options and make informed decisions. Heart of Florida Insurance values integrity, clear communication, and long-term client relationships, creating a supportive environment for both customers and staff.

Role Description

This is a full-time, on-site Sales Agent role located in Palm Coast, FL. The Sales Agent will engage with prospective and existing clients to understand their insurance needs, explain available products, and recommend suitable coverage options. Daily responsibilities include generating leads, conducting policy reviews, preparing quotes, and processing new policies and renewals. The role involves providing responsive customer service, answering coverage questions, and assisting clients with policy changes and basic claims guidance. The Sales Agent will also participate in ongoing training, maintain accurate records in the agency management system, and collaborate with colleagues to meet individual and team sales goals.

Qualifications

• Strong Communication skills, including clear verbal and written interaction with clients and colleagues.
• Customer Service skills to build trust, manage inquiries, and resolve issues in a professional manner.
• Sales skills for prospecting, presenting solutions, negotiating, and closing insurance policies.
• Insurance knowledge, including familiarity with common personal and commercial lines coverage.
• Training experience or willingness to participate in ongoing training to stay current on products and regulations.
• Relevant state insurance license (or ability to obtain within a specified timeframe).
• Basic computer literacy and comfort working with CRM or agency management systems.
• Ability to work on-site full time in Lady Lake, FL, with reliable transportation.
• Organizational skills and attention to detail for handling multiple client accounts and documentation.
• Prior experience in insurance, financial services, or retail sales is preferred but not required.