Licensed Commercial Insurance Agent
Choice Financial Group · Vero Beach, FL · 8 mo ago
Customer ServiceFull-time
Key Responsibilities
- Assess business clients' insurance needs and recommend appropriate commercial insurance products (e.g., general liability, commercial auto, workers’ compensation, property, professional liability, etc.)
- Develop and maintain strong client relationships through regular contact and timely follow-up.
- Prepare quotes, proposals, and renewal packages using carrier systems and agency management software.
- Process new business applications, endorsements, renewals, cancellations, and certificates of insurance accurately and promptly.
- Act as liaison between clients and insurance carriers to resolve underwriting, claims, and billing issues.
- Maintain detailed and accurate documentation in the agency management system.
- Stay current with product offerings, carrier guidelines, and industry trends.
- Comply with all state insurance regulations and continuing education/licensing requirements.
- Participate in cross-selling and upselling initiatives to expand coverage portfolios.
- Maintain performance goals and client satisfaction metrics.
Required Qualifications
- Active Florida Property & Casualty Insurance License
- Minimum 2 years of experience in commercial lines insurance
- Strong knowledge of commercial insurance coverages and carrier underwriting requirements
- Excellent communication, organizational, and problem-solving skills
- Proficiency with agency management systems (e.g., Applied Epic, AMS360) and quoting platforms
- High level of attention to detail and accuracy
- Ability to manage multiple priorities and work in a fast-paced environment
Benefits
- Employee Health Benefits (medical, dental, vision)
- 401(k) Retirement Plan
- Employer-paid Group Life Insurance
- Paid Time off
- Paid Holidays
- Paid Bereavement
- Gym Membership Reimbursement
- Employee Referral Bonus