What are the responsibilities and job description for the Agent position at Windward Risk Managers?
Job Details
Description
Position Summary:
The Agent is an insurance sales position within The Windward Agency, a wholly owned subsidiary of Florida Peninsula. The agent is expected to market and sell personal and commercial lines including life insurance by generating leads, following up on referrals, and expanding existing relationships by cross selling to current customers.
Essential Functions:
- Sell insurance policies to potential and existing customers
- Respond to leads in a timely manner from various sources, including referrals, internet requests, and phone calls
- Understand needs, provide quotes, and follow up to bind coverage and close sales
- Provide insurance advice and explanations as needed to customers to ensure understanding
- Build relationships with local referral resources
- Manages a book of business; updates policy information as needed, handles renewals, cross sells new or enhanced coverage
- Ensures policies are aligned with customer needs
Qualifications
Required Education and Experience:
- FL 220, 2044 & 215 License
- Knowledge of HawkSoft a plus
- High school diploma, or equivalent
- Excellent communication and problem-solving skills required
- Self-motivated and detail oriented
- Excellent computer skills including Microsoft Office (Word, Excel, PowerPoint) and Outlook
- 2 years’ insurance sales experience including commercial and life
Due to current business and operational considerations, we currently hire employees residing in the following states at this time: AL, AR, CA, CT, FL, GA, KY, MO, NC, NV, OH, SC, TN, TX, VA, and WI.
Candidates must be authorized to work for any employer in the U.S. without requiring visa sponsorship now or in the future.
WRM is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or veteran status. We take affirmative action to ensure that all employment decisions are based on merit, qualifications, and abilities.
Notice to Third Party Agencies: WRM does not accept unsolicited resumes from third party recruiting firms. Absent a signed Service Agreement by WRM’s Human Resources Department, WRM reserves the right to pursue and hire these candidates without financial obligation to recruiters or agencies.
Salary : $50,000 - $65,000