Licensed Sales Agent - Personal Lines

Principal Responsibilities

• Gathers information and develops tailored recommendations for prospective clients
• Presents proposals professionally and reviews coverages in detail to ensure understanding
• Communicates effectively with clients, prospects, insurance company partners, and the service team
• Finalizes sales, coordinates deposits, and briefs the service team on policy details
• Demonstrates a strong concern for accuracy, timeliness, and completion in all interactions
• Maintains up-to-date knowledge of the insurance industry and underwriting criteria
• Mets monthly new business goals and positively represents the firm in the community
• Identifies opportunities for improvement within the firm and business processes
• Collaborates with leadership to address any issues or discrepancies

Requirements

• Licensed in personal lines
• Absorbs and influences 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
• Exudes behavior that is aligned with the corporate culture

Skills and Abilities

• Absorbs and influences 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
• Exudes behavior that is aligned with the corporate culture

Benefits

• Eligible for The Villages Charter School enrollment
• 401k matching and benefits package
• Adoption Assistance Program eligibility
• Paid Parental Leave
• Competitive PTO plan with 12 paid holidays

Pay

Competitive compensation package

Schedule

Full-time position