Personal Lines Insurance Advisor

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 community.
• To receive requests for Personal Lines new business quotes, ascertain lead source, and gather the necessary information to produce quotation. Create proposal, including recommendations, for presentation to prospect using sales techniques representative of the agency.
• To be responsible for establishing premium payment arrangements and meeting agency account receivable guidelines for each new account.
• To 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.
• To generate life, health, and estate planning leads through prospecting new and existing customers.
• To maintain monthly New Business Log for review with management.
  
  

Required

Skills & Experience to Be Successful

• 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 effective and efficiently
• Proficient in Microsoft Suite applications
• Excellent verbal and written communication skills
• Excels in 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.