Personal Lines Service Consultant (4-40, 20-44, or 2-20 license is required)
$45,000–$60,000 year
On-siteSpring Hill, Florida, United States
Job Summary
Manage an existing book of business by analyzing client portfolios and providing customized solutions to retain and grow coverage. Routinely conduct consultative conversations to address all coverage needs, then quote and bind new business from prospects and existing clients. Generate cross-sell, referral, and up-sell opportunities while resolving customer requests such as billing, endorsements, and document creation. Complete all required applications and documentation to obtain signed forms, maintaining a professional demeanor throughout interactions. Meet personal and team qualitative and quantitative targets while supporting company initiatives guided by the WE CARE values and sales culture.
Required Qualifications
- High school or equivalent
- An active 2-20 (Resident General Lines), 20-44 (Property and Casualty), or 4-40 (Customer Representative) license
- 1+ years of experience with an insurance agency or carrier
- Proven track record of the ability to generate new business sales, retain existing business, and cross-sell other lines of business
- Excellent attention to detail and organizational skills
- Ability to work well independently and on a team
- Precise verbal and written communication skills
- Ability to work in a fast-paced environment
- Ability to deliver a tailored, white-glove experience to all clients
Desired Qualifications
- Bachelor's Degree or 1+ year(s) of relevant sales experience
- Fluency in Spanish
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