Property & Casualty Insurance Agent - AIA
Achieva•Tampa, FL
•Hybrid
About The Position
The Property & Casualty Insurance Agent – Commercial Lines is responsible for selling and servicing 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
- Active Florida 2-20 Property & Casualty license required.
- Must have a valid Florida driver’s license and pass a background check.
- Strong knowledge of commercial insurance products and 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.
Nice To Haves
- 5+ years of commercial lines experience strongly preferred.
Responsibilities
- Advise, quote, and sell commercial property & casualty insurance policies.
- Analyze business operations and risk exposure to develop tailored insurance solutions.
- Meet monthly 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
