Personal Insurance Sales Agent
On-siteAltamonte Springs, Florida, United States
Job Summary
Conduct thorough needs assessments with potential clients to understand their insurance requirements and advise on policies best suited for their needs. Quote and sell personal lines policies from referrals, deliver approved policies to new clients, and explain benefits and risks. Complete applications, issue quotes, maintain client records, and prepare reports while researching and sourcing potential clients to build long-term relationships. Re-assess policy needs of existing clients and communicate with real estate and mortgage professionals to secure insurance for closings. Close sales and achieve established monthly, quarterly, and annual targets. Requires an active Florida 2-20 or 20-44 license and 5+ years of sales experience in Personal Lines Insurance.
Required Qualifications
- Active Florida 2-20 or 20-44 license
- Knowledge and experience working with carriers specific to the Florida property insurance market
- Proficiency in computer programs, including Word, Excel, and Applied Epic
- Sales oriented and a strong desire to succeed in a sales-driven environment
- Highly motivated and self-driven with excellent dependability
- Professional verbal and written communication skills
- Ability to meet or exceed sales goals
Desired Qualifications
- Ideal candidate with 5+ years sales experience in Personal Lines Insurance
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