What are the responsibilities and job description for the Insurance Sales Representative position at Merci & Co. Insurance Agency?
Company Description Merci & Co. Insurance Agency is an independent insurance brokerage serving individuals, families, and businesses in Winter Park, FL and surrounding communities. The agency focuses on providing tailored insurance solutions that help clients protect their assets, manage risk, and plan for the future. Merci & Co. partners with multiple carriers to offer a range of coverage options, allowing clients to compare and choose plans that fit their needs and budgets. The team emphasizes personalized service, clear communication, and long-term client relationships. Joining Merci & Co. offers an opportunity to contribute to a growing, client-centered agency with strong local roots.
Role Description The Insurance Sales Representative is a full-time, hybrid role based in Winter Park, FL, with flexibility for some work from home. This role involves engaging prospective and existing clients, assessing their coverage needs, and recommending appropriate personal and commercial insurance products. Day-to-day activities include managing leads, conducting policy reviews, preparing quotes, explaining coverage options, and guiding clients through the application and underwriting process. The representative will handle inbound inquiries, perform proactive outreach, follow up on renewals, and maintain accurate records in the agency’s systems. Collaboration with agency leadership and carrier partners is expected to ensure smooth policy placement, high client satisfaction, and consistent sales growth.
Qualifications
Role Description The Insurance Sales Representative is a full-time, hybrid role based in Winter Park, FL, with flexibility for some work from home. This role involves engaging prospective and existing clients, assessing their coverage needs, and recommending appropriate personal and commercial insurance products. Day-to-day activities include managing leads, conducting policy reviews, preparing quotes, explaining coverage options, and guiding clients through the application and underwriting process. The representative will handle inbound inquiries, perform proactive outreach, follow up on renewals, and maintain accurate records in the agency’s systems. Collaboration with agency leadership and carrier partners is expected to ensure smooth policy placement, high client satisfaction, and consistent sales growth.
Qualifications
- Strong Insurance Sales and Sales skills, with a track record of meeting or exceeding targets.
- Knowledge of Insurance and Insurance Brokerage practices, products, and terminology.
- Excellent Customer Service skills, including clear communication, active listening, and problem resolution.
- Ability to build trust, assess client needs, and present tailored insurance solutions.
- State insurance producer/agent license (or ability to obtain within a defined timeframe).
- Comfort with CRM or agency management systems, and basic proficiency in standard office software.
- Self-motivated, organized, and able to manage a hybrid schedule effectively in Winter Park, FL.
- Prior experience in an insurance agency or financial services environment is preferred but not required.