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Career Opportunities

Please contact one of our offices for instructions on where and how to apply.  Below are some sample positions that may become available.

INSURANCE SALES PRODUCER

This position requires a P&C license. A Life & Health license would be required to advance to Senior Sales Producer.

  • Solicits and writes new Homeowner Insurance and Auto Insurance policies from both inside and outside sources
  • Follows consistent sales process for all prospects for:
    • Prescreening
    • Quoting
    • Sales track
    • Application completion
    • Follow-up (All outlined in Agency Procedure manual)
  • Thoroughly understands and follows all underwriting and rating plans for Florida Home Insurance and Florida Auto Insurance
  • Ensures that all required documents are signed, filed and faxed (when required) appropriately
  • Follows all compliance guidelines and procedures
  • Maintains knowledge of new products
  • Actively solicits expiration dates from new customers
  • Asks all customers for referrals
  • Develops agency relationship with existing customers
  • Meets the production requirements and goals assigned by the agent /office manager
  • Maintains a sales record each month and provides a copy to the agent/office manager
  • Manages prospecting campaigns
  • Sends solicitation letters to prospects
  • Works prospecting processes as outlined in procedure manual
  • Always portrays a professional image through proper appearance and actions
  • Compose letters and correspondence

CUSTOMER SERVICE REPRESENTATIVE

This position requires a P&C license.  Life & Health license is optional.

Key Functions:

  • Provides customer service to assigned policyholders
    • Assists customers with problems, complaints and other issues
    • Notifies agent/office manager of problems occurring from support area and recommend solution
  • Work retention list for assigned policyholders, includes:
    • Pre-renewal lists
    • Post renewal lists
    • Annual reviews
  • Process all P&C endorsements; following proper procedures outlined in office procedure manual
  • Follow-up on all endorsements on ALSTAR work status as outlined in the office procedure manual
  • Offers cross-sell P&C products at every opportunity
  • Provides quotes for existing customers for all P&C (non-commercial) lines
  • Aids in preparing annual review appointments
  • Updates information in IMPACT system, e.g., contact information, e-mail addresses, current phone numbers, etc.
  • Takes claim reports as described in office procedure manual
  • Works follow-ups on claims as outlined in office procedure manual
  • Reports all claims problems to agent/office manager and recommends a solution to satisfy the customer
  • Takes and receipts payments accurately
  • Answers phone if receptionist is unavailable
  • Reviews monthly pay/cancel list and sends cancellation postcards weekly
  • Calls customers prior to cancel date
  • Always asks for referrals and thanks customers for their business

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