Personal Lines insurance Sales Agent - FL

Holman•Remote - FL, FL
•$46,990 - $62,265•Remote

About The Position

Holman Insurance Services is seeking a Personal Lines Sales Agent to engage key personnel at Holman auto dealerships to create and enhance awareness around the benefits of Holman Insurance Services. This role involves developing and maintaining a list of prospects, contacting them through various methods to assess their personal lines insurance needs (including auto, home, property, excess liability, and life insurance), and developing tailored quotes. The agent will generate new business applications, ensuring timely submission to carriers, and field questions regarding coverage options. This position also requires acting as a brand ambassador, interacting with other team members to meet growth and service objectives, and assisting with client service needs such as policy changes, billing inquiries, and claims assistance. The goal is to create a unique and positive experience for clients, prospects, and business partners.

Requirements

  • Four-year college degree or demonstrated equivalent experience.
  • Property & Casualty Insurance License
  • Minimum of one-year experience in insurance industry
  • Has maintained a $25,000 minimum monthly average premium in personal lines with at least 10 households/month
  • Maintains a quality book of business – 85% retention and 1.4 policies per household
  • Flexibility in work schedule, requiring some evening and Saturday hours.
  • Ability to travel within the local NJ and PA markets for meetings, prospecting calls and network development.
  • Adaptability and a “get it done” attitude.
  • Highly organized and exceptional at following-up on assigned tasks.
  • Focused on learning and personal growth.
  • Become acquainted with, and a robust user of, the Agency Management System.
  • Goal driven, self-motivated and comfortable with individual accountability.
  • Collaborative and comfortable working in a team environment.
  • Demonstrated ability to develop genuine relationships with selected business partners and fellow team members.
  • Outgoing and able to inspire and motivate potential referral sources.
  • Dedicated to delivering exceptional customer care to all prospects and clients.
  • Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues.
  • Excellent writing and communication skills.

Responsibilities

  • Engage key personnel at Holman auto dealerships to create and enhance awareness around the benefits of Holman Insurance Services.
  • Develop and maintain an active list of introductions and prospects.
  • Contact introductions using a variety of methods to assess personal lines insurance needs of households.
  • Develop quotes and information for clients that will specifically address their situation, focusing on value versus price.
  • Generate new business applications for personal lines Property and Casualty insurance ensuring timely submission to carriers.
  • Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing.
  • Work closely with management team to help achieve premium and retention targets.
  • Act as a brand ambassador for the insurance group at all Holman functions and across the Holman organization.
  • Interact with other Account Representatives and customer service personnel as needed.
  • Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested.

Benefits

  • Health Insurance
  • Vision Insurance
  • Dental Insurance
  • Life and Disability Insurance
  • Flexible Spending and Health Savings Accounts
  • Employee Assistance Program
  • 401(k) plan with Company Match
  • Paid Time Off (PTO)
  • Paid Holidays, Bereavement, and Jury Duty
  • Paid Pregnancy/Parental leave
  • Paid Military Leave
  • Tuition Reimbursement
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