What are the responsibilities and job description for the Insurance Sales Associate position at Security First Insurance?
Job Summary
We are seeking an In-House Insurance Sales Associate to join our team. The ideal candidate will be responsible for promoting and selling Security First insurance products to customers, identifying their needs, and providing them with the best insurance solutions based on their requirements.
Focuses on new business conversion and retention for in-house agency and strategic partners. Coordinates new business sales calls, processes web-generated quotes, and assists strategic partners with lead conversion from diverse sources.
We are seeking an In-House Insurance Sales Associate to join our team. The ideal candidate will be responsible for promoting and selling Security First insurance products to customers, identifying their needs, and providing them with the best insurance solutions based on their requirements.
Focuses on new business conversion and retention for in-house agency and strategic partners. Coordinates new business sales calls, processes web-generated quotes, and assists strategic partners with lead conversion from diverse sources.
- Salary plus Incentive Bonus Program
- Bilingual (English/Spanish) preferred
- On-the-job training
- Submits new business quotes and applications within carrier eligibility guidelines; completes documentation requirements in compliance with each carrier's guidelines
- Pre-qualifies new business applicants based on carrier eligibility and underwriting guidelines
- Provides professional guidance to agency customers on coverage, options, and endorsements
- Requests and maintains appropriate agency file documentation to support risk selection and eligibility
- Assists customers with endorsements, coverage changes, and inquiries regarding their policy
- Identifies and manages existing and emerging risks related to business activities
- Ensures effective identification, measurement, monitoring, and management of risks
- Follows written risk and compliance policies, standards, and procedures
- Maintains a customer service orientation and positive image of the Company
- High school diploma or GED
- One (1) year of experience in a related field
- OR an equivalent combination of education, certification, training, and/or experience
- Florida Property and Casualty (P&C) 440 license
- Insurance industry designations or trade certifications as required
- Knowledge of clerical procedures, word processing, managing files and records
- Knowledge of providing high-quality customer service
- Skill in Microsoft Office products and willingness to learn new software
- Skill in establishing positive relationships and effective communication
- Ability to adhere to confidentiality requirements