Insurance Sales Agent - Property & Casualty

The Cambridge Insurance Agency

Insurance Sales Agent - Property & Casualty

Tampa, FL
Full Time
Paid
  • Responsibilities

    LICENSED 2-20 Agent Needed! Cambridge Insurance is seeking a senior licensed 2-20 Agent for P&C inside sales! We are eager to take our business to the next level by hiring an experienced insurance agent with a proven track record of writing homeowners, auto, umbrella, and commercial policies for the state of Florida! The ideal candidate has at least 2 years of experience writing homeowners with Citizens. This is a salary + bonus position. No outbound phone calls. Responsibilities: • Maintain updated bookkeeping systems, customer records, and sales databases to provide monthly and quarterly progress reports to stakeholders. • Schedule meetings with potential clients to understand their needs, considering their financial status and life stage priorities, and offer personalized insurance plan options. • Create and implement risk management strategies for each client based on their individual risk profile. • Stay informed about insurance industry protocols and policy changes to ensure compliance with all policy requirements, and oversee insurance claims for customer satisfaction. • Implement effective sales strategies with a high level of personal attention to retain and expand the long-term customer base. Qualifications: • 2 years of experience in the insurance industry is a requirement. • Experience writing Citizens policies for at least 2 years is mandatory. • Possession of a 2-20 License is required. • Familiarity with AMS360 is a plus. • Strong communication, customer service, analytical, and interpersonal skills are essential. • A high school diploma is mandatory, while a four-year undergraduate degree is highly preferred. • Some exposure to accounting or sales lead software is advantageous. • Knowledge of insurance products, risk management profiles, and relevant state and federal regulations is necessary. Compensation: $70,000 - $100,000 yearly (base + commission)

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    • Maintain updated bookkeeping systems, customer records, and sales databases to provide monthly and quarterly progress reports to stakeholders. •
    • Schedule meetings with potential clients to understand their needs, considering their financial status and life stage priorities, and offer personalized insurance plan options. •
    • Create and implement risk management strategies for each client based on their individual risk profile. •
    • Stay informed about insurance industry protocols and policy changes to ensure compliance with all policy requirements, and oversee insurance claims for customer satisfaction. •
    • Implement effective sales strategies with a high level of personal attention to retain and expand the long-term customer base.