What are the responsibilities and job description for the Insurance Sales Associate position at Security First Insurance?
Summary Of Position
Performs administrative activities for Security First Managers (Company). 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.
The above statements describe the general nature of work for this position. It is not an exhaustive list of all responsibilities. Our company is a drug-free workplace, and candidates offered a position will need to undergo pre-employment drug screening.
Performs administrative activities for Security First Managers (Company). 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
- Responds to emergency call-ins for critical events
- May be required to work additional hours in the event of a natural catastrophe
- Maintains positive communication and interaction with Company personnel, external organizations, and the public
- Establishes and maintains effective working relationships regardless of diverse backgrounds
- Performs other duties as assigned
- 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
- May be required to possess a valid state of Florida driver's license
- Florida Property and Casualty (P&C) 440 license
- Insurance industry designations or trade certifications as required
- Prior Florida homeowners' insurance, retail sales, or recognized industry designation
- Bilingual (English/Spanish)
- 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
- Ability to communicate effectively in English, orally and in writing
- Ability to follow instructions and perform required math calculations
- Ability to attend work punctually according to schedule
- 100% paid medical, dental, and vision benefits
- 401k retirement plan with 5% employer match
- PTO, holidays, and bi-weekly pay schedule
The above statements describe the general nature of work for this position. It is not an exhaustive list of all responsibilities. Our company is a drug-free workplace, and candidates offered a position will need to undergo pre-employment drug screening.