Jobs · Customer Service · Florida

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

Application Instructions

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