New Business Specialist - Personal Lines
Risk Strategies•Vero Beach, FL
•Hybrid
About The Position
We are seeking a driven and detail-oriented New Business Specialist (NBS) to join our Personal Lines team. This is a salaried, production-focused role responsible for quoting, presenting, and binding new business while delivering a high-touch client experience. The New Business Specialist will work primarily from inbound and internally generated leads, with a strong focus on cross-selling and rounding out accounts. This role also supports internal producers by quoting business and assisting in the placement of new accounts.
Requirements
- Active Florida 2-20 or 4-40 license (required)
- Experience quoting and binding personal lines insurance (Home, Auto, etc.)
- Strong understanding (or willingness to learn) Florida carrier underwriting guidelines
- Highly organized with strong attention to detail
- Ability to work in a fast-paced, high-volume environment
- Strong communication and follow-up skills
Nice To Haves
- Experience with Salesforce and QuoteRush preferred
Responsibilities
- Work assigned inbound leads and office-generated opportunities
- Quote, present, and bind new personal lines business
- Identify coverage gaps and proactively cross-sell additional lines
- Maintain consistent follow-up and pipeline activity
- Quote new business opportunities for both direct clients and internal producers
- Shop multiple carriers to ensure best placement and coverage
- Meet expected quote turnaround times (typically 24–72 hours)
- Manage leads, pipeline, and activity in Salesforce
- Utilize QuoteRush for comparative quoting
- Maintain accurate documentation in AMS360 and WorkSmart in accordance with agency SOPs
- Apply and follow all carrier underwriting guidelines across Florida markets
- Accurately assess risk and ensure proper documentation prior to binding
- Stay up to date on carrier appetite, guidelines, and product offerings
- Actively cross-sell and round out household accounts
- Support agency growth initiatives through coverage expansion and retention strategies
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
