What are the responsibilities and job description for the Sales Agent - Personal Lines position at Insurance Office of America?
Job Description
Title: Personal Lines W2 Producer (Sales Agent)
(Hybrid): (1-2 of days in office) | (Location/Based out of Jupiter, FL or West Palm Beach, FL or Ft. Lauderdale, FL.) | Experience: Quoting and Binding Personal Lines Policies
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations
About the Role: Responsible for interacting with clients on complex accounts, devising creative solutions for coverage and costs. This role will exercise discretion and judgment on significant accounts, including negotiating pricing, interviewing clients, and analyzing information. This role will also implement company policies based on client circumstances, assist producers with cross-selling personal lines to commercial agents, handle new VIP accounts, and negotiate with underwriters. Responsibilities will also include quoting, participating in outside sales, seminars, and acting as the Carrier liaison.
Key Responsibilities
The expected pay range for this position is $45,000 to $55,000 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Title: Personal Lines W2 Producer (Sales Agent)
(Hybrid): (1-2 of days in office) | (Location/Based out of Jupiter, FL or West Palm Beach, FL or Ft. Lauderdale, FL.) | Experience: Quoting and Binding Personal Lines Policies
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations
About the Role: Responsible for interacting with clients on complex accounts, devising creative solutions for coverage and costs. This role will exercise discretion and judgment on significant accounts, including negotiating pricing, interviewing clients, and analyzing information. This role will also implement company policies based on client circumstances, assist producers with cross-selling personal lines to commercial agents, handle new VIP accounts, and negotiate with underwriters. Responsibilities will also include quoting, participating in outside sales, seminars, and acting as the Carrier liaison.
Key Responsibilities
- Client Solutions: Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs as to coverage and costs.
- Client Information: Collect and analyze client information.
- Client Interaction: Regularly interact with clients in a professional and timely manner.
- Producer Assistance: Assist the Producers for new and existing clients as needed.
- Sales Goals: Achieve established sales goals.
- Marketing Expertise: Provide marketing expertise.
- Networking Opportunities: Provide networking opportunities.
- Champion IOA core values and demonstrate integrity and leadership.
- State required active licensing
- College degree or equivalent experience
- Exceptional customer service and communication skills
- Strong multi-tasking, organizational, delegation, and decision-making skills
- High accuracy in handling large work volumes
- Proficiency in MS Office (Outlook, Word, Excel)
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Employee stock plan participation
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
- 30-Minute Phone Screen, Online Assessments, and Interview(s)
The expected pay range for this position is $45,000 to $55,000 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Salary : $45,000 - $55,000
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