Commercial New Business Representative

Job Roles and Responsibilities

• Build complete new business application packets for the commercial sales team.
• Review coverage needs with sales agents and recommend appropriate insurance solutions.
• Market commercial accounts to insurance carriers to obtain competitive quotes.
• Respond promptly and accurately to underwriting questions.
• Negotiate coverage, pricing, and terms with insurance carriers.
• Meet internal turnaround times for new business submissions.
• Maintain accurate client and policy information within the agency management system.
• Process electronic signatures and bind policies remotely.
• Coincide invoicing, billing, and payment information with the accounting department.
• Review existing policies when applicable and identify appropriate coverage solutions.
• Communicate professionally with clients, carriers, and internal team members.
• Ensure all documentation is completed accurately and within agency guidelines.

Qualifications and Certifications

• Active Florida 4-40 Insurance License required.
• Bachelor's degree in Risk Management, Insurance, Business, or related field preferred, or equivalent insurance experience.
• Active Florida 2-20 Insurance License preferred.
• Minimum 2 years of commercial insurance underwriting or servicing experience preferred.
• Experience working in an independent insurance agency preferred.
• Strong understanding of Commercial Insurance Rating Factors.
• Knowledge of carrier underwriting guidelines and appetites.
• Proficiency with Microsoft Outlook, Word, Excel, and agency management systems (AMS).
• Typing speed of 40+ WPM required.
• Excellent communication, organization, negotiation, and time management skills.

Pay

Competitive Compensation

Schedule

Full-Time Schedule (Monday-Friday)

Benefits

Minimal Travel Requirements