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

**Essential Job Functions:**

• 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

**Minimum Requirements:**

• 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

**Required Knowledge, Skills, and Abilities:**

• 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