Now Hiring - Olson Insurance & Financial Services of Central Florida Inc - Personal Lines Insurance Agent in Umatilla, FL

Full description of the position

Qualifications
*

• US work authorization

• Insurance sales: 1 year (Preferred)

• Property & Casualty License (Preferred)

Full Job Description

Position Summary:

The Personal Lines Insurance Agent will both quote and sell new accounts. In addition, it is imperative to build relationships with potential clients all while having the knowledge of personal lines insurance.

Principal Responsibilities:

• Review coverages in detail to ensure understanding, while adhering to firm policies and procedures.
• Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner.
• Finalizes the sale, coordinates collection of deposits, arranges for binders and certificates.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
• Maintains understanding and knowledge of insurance industry and underwriting criteria for insurance company partners represented by the firm to effectively communicate to all involved.
• Positively represents the firm and our insurance company partners in the community.
• Continues to maintain the business and build the current book at the same time.

Education, Experience, Skills and Abilities Requirements:

• Maintain a 2-20 state insurance license, as required by the State Department of Insurance
• Experience negotiating, structuring, and issuing personal lines policies; high-net worth experience is preferred.
• Self-starter with the ability to influence others through effective verbal and written presentation skills.
• Intermediate to advanced knowledge of Microsoft Word and Excel.
• Ability to learn appropriate insurance company and firm software systems.

Special Working Conditions:
Fast paced, multi-tasking environment.

Important Notice:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the firm. All requirements may be modified to reasonably accommodate physically or mentally challenged colleagues.

Schedule:

• Monday to Friday

Work Location: One location

Urgently hiring

Job Type: Full-time

Pay: $35,000.00 - $40,000.00 per year

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Experience:

• Insurance Sales Representatives: 1 year (Preferred)

License/Certification:

• Insurance Producer License (Preferred)

Work Location: In person