Multi Lines Agent

Achieva•Tampa, FL

9h•Hybrid

About The Position

The Multi Lines Agent sells and services commercial insurance products while building long-term client relationships. This hybrid role offers the flexibility to work remotely and in the office with a focus on consultative selling, prospecting, retention, and collaboration with internal teams. The role combines client-facing impact with strategic business development across the Tampa Bay market.

Requirements

High school diploma, GED or equivalent.
5+ years of personal experience strongly preferred.
Commercial Lines experience a plus
Active Florida 2-20 Property & Casualty license.
Must have a valid Florida driver’s license and pass a background check.
Strong knowledge of both personal and commercial insurance products as well as risk assessment practices.
Proven consultative sales skills with the ability to build lasting client relationships.
Familiarity with agency management systems and CRM tools.
Excellent verbal and written communication skills.
Highly organized, self-motivated, and results-driven.
Ability to multitask and operate effectively in a hybrid team environment.

Responsibilities

Advise, quote, and sell commercial property & casualty insurance policies.
Analyze business operations and risk exposure to develop tailored insurance solutions.
Meet quarterly sales quotas by following established agency processes.
Prospect for new business through community involvement and outreach to Achieva Credit Union members.
Build and maintain strong relationships with policyholders, prospects, and referral sources.
Manage policy expirations, renewals, and retention efforts.
Collaborate with internal team members to support renewals and resolve service-related issues.
Ensure compliance with underwriting guidelines and carrier requirements.
Stay current on industry trends, product knowledge, and regulatory changes.
Utilize agency management and CRM tools (e.g., AgencyZoom, EZLYNX) to track activities and client interactions.
Maintain accurate documentation of sales efforts, policy information, and renewal workflows.
Participate in incentive and recognition programs tied to performance metrics.
Represent Achieva Insurance Agency with professionalism and courtesy in all interactions.
Uphold the highest ethical standards in all interactions and responsibilities.
Represent and uphold the Achieva Brand Frame.
Support leadership initiatives that position the credit union as a top employer.
Participate in annual training or as required by BSA and the Privacy Act.
Perform other essential functions as needed or assigned.
Travel may be required on occasion to meet with clients, attend meetings or trainings.
Work flexible hours including evenings, weekends or holidays as needed to meet member and business demands.