Insurance Sales Associate

Security First Insurance
Ormond Beach, FL Full Time
POSTED ON 8/2/2024
Summary Of Position

Performs administrative activities for Security First Managers (Company). Focuses on new business conversion and retention for in-house agency and strategic partners. Coordinates new business sales calls, processes web-generated quotes, and assists strategic partners with lead conversion from diverse sources.

  • Salary plus Incentive Bonus Program
  • Bilingual (English/Spanish) preferred
  • On-the-job training

Essential Job Functions

  • Submits new business quotes and applications within carrier eligibility guidelines; completes documentation requirements in compliance with each carrier's guidelines
  • Pre-qualifies new business applicants based on carrier eligibility and underwriting guidelines
  • Provides professional guidance to agency customers on coverage, options, and endorsements
  • Requests and maintains appropriate agency file documentation to support risk selection and eligibility
  • Assists customers with endorsements, coverage changes, and inquiries regarding their policy
  • Identifies and manages existing and emerging risks related to business activities
  • Ensures effective identification, measurement, monitoring, and management of risks
  • Follows written risk and compliance policies, standards, and procedures
  • Maintains a customer service orientation and positive image of the Company
  • Responds to emergency call-ins for critical events
  • May be required to work additional hours in the event of a natural catastrophe
  • Maintains positive communication and interaction with Company personnel, external organizations, and the public
  • Establishes and maintains effective working relationships regardless of diverse backgrounds
  • Performs other duties as assigned

Minimum Requirements

  • High school diploma or GED
  • One (1) year of experience in a related field
  • OR an equivalent combination of education, certification, training, and/or experience

Certifications And Licenses

  • May be required to possess a valid state of Florida driver's license
  • Florida Property and Casualty (P&C) 440 license
  • Insurance industry designations or trade certifications as required

Preferred Qualifications

  • Prior Florida homeowners' insurance, retail sales, or recognized industry designation
  • Bilingual (English/Spanish)

Required Knowledge, Skills, And Abilities

  • Knowledge of clerical procedures, word processing, managing files and records
  • Knowledge of providing high-quality customer service
  • Skill in Microsoft Office products and willingness to learn new software
  • Skill in establishing positive relationships and effective communication
  • Ability to adhere to confidentiality requirements
  • Ability to communicate effectively in English, orally and in writing
  • Ability to follow instructions and perform required math calculations
  • Ability to attend work punctually according to schedule

Company Benefits Include

  • 100% paid medical, dental, and vision benefits
  • 401k retirement plan with 5% employer match
  • PTO, holidays, and bi-weekly pay schedule

Disclaimer

The above statements describe the general nature of work for this position. It is not an exhaustive list of all responsibilities. Our company is a drug-free workplace, and candidates offered a position will need to undergo pre-employment drug screening.

Estimate Salary for Insurance Sales Associate in Ormond Beach, FL
$84,320 (Medium)
$70,579 (25th)
$98,060 (75th)
For Employer
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