Licensed Personal Lines Insurance Representative

POSITION SUMMARY

Albrecht Insurance & Financial Services, LLC is seeking a motivated, dependable, and customer-focused insurance professional to join our agency.

This position combines customer service, policy servicing, sales, and new-business prospecting. The ideal candidate is comfortable communicating by phone, email, and text; following established procedures; and identifying opportunities to help customers protect what matters most.

Success in this role requires initiative, attention to detail, strong computer skills, and a willingness to consistently prospect for new business.

RESPONSIBILITIES

• Provide exceptional customer service and trusted insurance guidance
• Identify cross-selling opportunities within the agency’s existing customer base
• Prospect for new business by phone, email, and text
• Follow up on pending quotes, applications, endorsements, and underwriting requirements
• Explain coverage options and prepare insurance quotes
• Complete new-business applications accurately using established agency checklists
• Maintain accurate and detailed customer records
• Answer incoming calls promptly and professionally
• Process policy changes and endorsements accurately
• Assist customers with billing questions and payments
• Identify and address customer concerns, including customers who may be considering leaving the agency
• Report claims and help customers understand the claims process
• Review and complete assigned daily reports and follow-up activities
• Follow agency procedures and carrier requirements
• Participate in ongoing training and professional development
• Pursue additional insurance licenses and industry designations
• Maintain a positive, self-motivated, and team-oriented attitude

QUALIFICATIONS

• Must hold or be willing to obtain an active Florida property and casualty insurance license as a condition of employment
• Previous insurance, sales, or customer-service experience is preferred
• Strong computer skills and the ability to learn multiple insurance systems
• Professional written and verbal communication skills
• Comfortable making outbound prospecting calls and leaving voicemails
• Ability to communicate with prospects and customers by phone, email, and text
• Strong organizational skills and attention to detail
• Ability to multitask, prioritize responsibilities, and meet deadlines
• Ability to follow established procedures and complete detailed checklists
• Dependable, coachable, and committed to working as part of a team

BENEFITS

• 401(k) matching
• Paid time off
• Professional training and development opportunities

Job Type: Full-time

Pay: $45,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Paid time off

Application Question(s):

• A property & casualty insurance license is required as a condition of employment. Are you willing to obtain at your cost?
• Approximately how long would your commute be from your home to our agency at 1820 State Road 13, Saint Johns, FL 32259?

Education:

• High school or equivalent (Preferred)

Work Location: In person

Salary : $45,000 - $85,000