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11 часов назад

Personal Lines Advisor (Insurance Sales)

Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Personal Lines Advisor (Insurance Sales): Selling and servicing personal insurance policies including auto, life, home, renters, condo, and umbrella coverage with an accent on client relationship development, policy quoting, and coverage recommendations. Focus on prospecting, negotiating with underwriters, maintaining account documentation, and supporting customers with insurance and administrative requests.

Location: United States eligibility indicated by the required Florida 2-20 license and U.S.-specific employment benefits; work format is not specified.

Company

hirify.global provides insurance agency services and supports personal and commercial insurance sales through a team-based, employee-focused business model.

What you will do

  • Prospect for new clients through networking, referrals, realtors, mortgage brokers, social media, and personal networks.
  • Quote and sell auto, life, home, renters, condo, umbrella, and other personal insurance policies.
  • Build relationships with clients and centers of influence while developing referral opportunities.
  • Collect risk and underwriting information, prepare coverage comparisons, and explain proposals.
  • Work with underwriters and carrier representatives to negotiate sales and maintain professional relationships.
  • Maintain account records, expiration logs, policy accuracy, billing transactions, follow-ups, and customer support requests.

Requirements

  • Florida 2-20 license required.
  • High school diploma with 2–3 years of related experience or training, or an equivalent combination.
  • Experience working with multiple insurance carriers.
  • Strong written and oral communication, customer service, organization, and time management skills.
  • Proficiency with Microsoft Outlook, Excel, and Word.
  • Applied EPIC Agency Management System knowledge is preferred.

Culture & Benefits

  • Team-based work environment focused on collaboration, dignity, respect, ethics, and equal employment opportunity.
  • Flexible work options, paid time off, paid holidays, and sabbatical eligibility.
  • Medical, prescription, dental, vision, FSA, HSA, life, disability, accident, critical illness, and long-term care plans.
  • 401(k), stock purchase opportunities, annual performance bonus, and identity theft protection.
  • Well-being stipend, family assistance, gift matching, and personal and professional development benefits.

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