Insurance Agent

Job Summary

We are seeking a driven, detail-oriented Insurance Agent to join our dynamic team. The ideal candidate will be responsible for delivering exceptional client service while guiding individuals and businesses in selecting insurance solutions tailored to their unique needs. This role requires strong interpersonal communication, analytical thinking, and a results-driven sales approach.

We strongly encourage applications from licensed insurance professionals, individuals with reliable transportation, and those with backgrounds in skilled trades or service-oriented industries such as HVAC, construction, or education. These experiences often reflect a high level of discipline, work ethic, and customer-centric values that align well with our mission.

Key Responsibilities

• Evaluate clients' insurance requirements and recommend appropriate policies to ensure adequate protection.
• Clearly communicate coverage options, benefits, and policy features to assist clients in making informed decisions.
• Negotiate terms and conditions of coverage to support both client satisfaction and regulatory compliance.
• Engage in proactive outreach and outside sales efforts to generate new business and expand market presence.
• Deliver high-quality customer service by promptly addressing inquiries and resolving issues with professionalism.
• Maintain organized and accurate documentation of all client interactions, proposals, and transactions.
• Stay current with industry regulations, product offerings, and licensing requirements to ensure professional compliance and service excellence.
• Collaborate with colleagues to achieve individual and team performance goals while enhancing the overall client experience.

Preferred Qualifications

• Active insurance license or prior experience as a licensed agent is highly desirable.
• Demonstrated success in sales, particularly in insurance, retail, telemarketing, or field-based environments.
• Exceptional verbal and written communication skills, with the ability to explain complex concepts in clear, accessible terms.
• Strong consultative and analytical skills to identify client needs and match them with suitable solutions.
• Backgrounds in trades or service industries such as HVAC, education, construction, or public service are viewed favorably.
• Reliable personal transportation is required to support in-person appointments and community engagement.
• Multilingual abilities are a plus, enhancing service to a diverse clientele.
• Familiarity with HIPAA and the handling of confidential information is beneficial.
• Commitment to outstanding client service, professional integrity, and long-term relationship building.
• Effective negotiation and problem-solving skills.

Job Types: Full-time, Contract

Pay: $53,710.00 - $90,000.00 per year

Supplemental Pay:

• Bonus opportunities
• Commission pay

Education:

• High school or equivalent (Required)

License/Certification:

• 0215 Insurance License (Preferred)

Ability to Commute:

• Ocala, FL 34475 (Required)

Ability to Relocate:

• Ocala, FL 34475: Relocate before starting work (Required)

Work Location: In person

Salary : $53,710 - $90,000