Insurance Agent - 220 or 2044 License Required

Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond).

The Advisor, MIS sells new accounts in keeping with firm and individual goals. Consultants build relationships with prospects, service team, insurance company partners and centers of influence, while identifying and soliciting sales prospects.

• Gathers information and develops recommendations for prospective clients, presents proposals in a professional manner by reviewing coverages in detail to ensure understanding, while adhering to firm policies and procedures.
• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalizes the sale, coordinates collection of deposits, arranges for binders and certificates, and briefs the service team on the policy sale.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
• Maintains understanding and knowledge of insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Expected to meet monthly new business goals.
• Positively represents the firm and our insurance company partners in the community.
• Performs other functions as assigned by leadership.
• Looks for opportunities to improve the firm, business segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.

Education, Experience, Skills and Abilities Requirements:

• Obtain and maintain a 2-20 or 20-44 state insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions.
• Experience negotiating, structuring, and issuing personal lines policies; high-net worth experience is preferred.
• Self-starter with the ability to influence others through effective verbal and written presentation skills.
• Intermediate to advanced knowledge of Microsoft Word and Excel.
• Ability to learn appropriate insurance company and firm software systems.
• Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.

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