Insurance Sales Associate

Franklin Street•Tampa, FL

About The Position

Franklin Street is seeking an Insurance Sales Associate to join its Insurance Team in Tampa, Florida. The role includes a training program designed to develop the skills needed for a Sales Associate position. The associate will learn the basics of the commercial insurance and commercial real estate industries, Franklin Street’s platform, and sales skills, and obtain any required licensing to perform as a sales professional. The position supports sales initiation, conversion, and retention. Duties include observing senior producers on calls, conducting prospect outreach, researching and maintaining company and contact records in Frankie, managing a personal pipeline, preparing deal materials and client proposals, and assisting with renewal and retention activities. Franklin Street is a family of full-service real estate companies with divisions in Real Estate, Capital, Insurance, Property Management, and Project Management. The company describes a collaborative approach to providing solutions to clients nationwide. Applicants must successfully pass a post-offer pre-employment drug screen and background check.

Requirements

Two or more years of commercial insurance work experience.
An active insurance sales license as applicable by state; in Florida, an active 2-20 license is required, or must be obtained within the first 60 days of employment.
Demonstrated business development, cultivation, and relationship-management skills, including the ability to identify customer needs, communicate, position, negotiate, and drive sales solutions.
High proficiency with MS Office applications, including Excel, Word, and Outlook, and internet/application software.
Willingness and ability to learn new software programs.
Ability to understand basic real estate concepts across major property types and financial terms and principles used in real estate underwriting, including IRR, NPV, and Return on Equity.
Must successfully pass a post-offer pre-employment drug screen and background check.

Nice To Haves

Commissioned sales and customer service experience as an insurance agent and/or experience in real estate is preferred.
Ability to comprehend, analyze, and interpret complex business documents, detailed financial summaries, and multi-tiered insurance models is preferred.
Experience working with databases is a plus.
A bachelor’s degree from a regionally accredited college or university is preferred.
A degree in sales, insurance/risk management, business, management, marketing, or real estate is preferred.

Responsibilities

Observe senior producers making calls and assist with note-taking and follow-up based on call outcomes.
Conduct outreach sales calls to prospects in Frankie as directed by management and senior producers.
Become proficient in Frankie, the system of record for deals and prospects.
Research and database companies and key people in target markets.
Scrub and update company and contact information in Frankie for target-market companies.
Track sales-initiation coverage of the target market and present findings to the sales team to discuss improvement strategies.
Meet measurable expectations for assigned sales-initiation tasks and activities.
Manage and maintain an accurate personal pipeline in Frankie.
Organize, analyze, and summarize information received from prospects about new business.
Create presentations and proposals for prospects.
Prepare insurance-market submission documents, including Statements of Values, Loss Summaries, and Coverage Specs.
Create estimates for clients and prospects on new assets they are underwriting for acquisitions.
Meet measurable expectations for assigned sales-conversion tasks and activities.
Support sales-retention activities.
Order loss runs.
Create proposals and loss summaries.
Review and follow up on quotes.
Send renewal submissions.
Create client invoices.
Meet measurable expectations for assigned sales-retention tasks and activities.