Insurance Office of America
Sales Agent - Personal Lines
Insurance Office of America, Jupiter, Florida, United States, 33478
Overview
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Sales Agent - Personal Lines
role at
Insurance Office of America . Title: Personal Lines W2 Producer (Sales Agent) – Hybrid (1-2 days in office). Location: Jupiter, FL or West Palm Beach, FL or Ft. Lauderdale, FL. Experience: Quoting and Binding Personal Lines Policies. Note: If posted as fully remote or hybrid, individuals within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. On-site presence may be necessary to meet business needs. Learn more about locations: ioausa.com/locations About the Role
Responsible for interacting with clients on complex accounts, devising creative solutions for coverage and costs. This role will exercise discretion and judgment on significant accounts, including negotiating pricing, interviewing clients, and analyzing information. This role will also implement company policies based on client circumstances, assist producers with cross-selling personal lines to commercial agents, handle new VIP accounts, and negotiate with underwriters. Responsibilities will also include quoting, participating in outside sales, seminars, and acting as the Carrier liaison. Key Responsibilities
Client Solutions: Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs as to coverage and costs. Client Information: Collect and analyze client information. Client Interaction: Regularly interact with clients in a professional and timely manner. Producer Assistance: Assist the Producers for new and existing clients as needed. Sales Goals: Achieve established sales goals. Marketing Expertise: Provide marketing expertise. Networking Opportunities: Provide networking opportunities. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications
State-required active licensing College degree or equivalent experience Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) What We Offer
Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What To Expect (Application Process)
30-Minute Phone Screen, Online Assessments, and Interview(s) Salary and Location
The expected pay range for this position is $45,000 to $55,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Join to apply for the
Sales Agent - Personal Lines
role at
Insurance Office of America . Title: Personal Lines W2 Producer (Sales Agent) – Hybrid (1-2 days in office). Location: Jupiter, FL or West Palm Beach, FL or Ft. Lauderdale, FL. Experience: Quoting and Binding Personal Lines Policies. Note: If posted as fully remote or hybrid, individuals within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. On-site presence may be necessary to meet business needs. Learn more about locations: ioausa.com/locations About the Role
Responsible for interacting with clients on complex accounts, devising creative solutions for coverage and costs. This role will exercise discretion and judgment on significant accounts, including negotiating pricing, interviewing clients, and analyzing information. This role will also implement company policies based on client circumstances, assist producers with cross-selling personal lines to commercial agents, handle new VIP accounts, and negotiate with underwriters. Responsibilities will also include quoting, participating in outside sales, seminars, and acting as the Carrier liaison. Key Responsibilities
Client Solutions: Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs as to coverage and costs. Client Information: Collect and analyze client information. Client Interaction: Regularly interact with clients in a professional and timely manner. Producer Assistance: Assist the Producers for new and existing clients as needed. Sales Goals: Achieve established sales goals. Marketing Expertise: Provide marketing expertise. Networking Opportunities: Provide networking opportunities. Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications
State-required active licensing College degree or equivalent experience Exceptional customer service and communication skills Strong multi-tasking, organizational, delegation, and decision-making skills High accuracy in handling large work volumes Proficiency in MS Office (Outlook, Word, Excel) What We Offer
Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What To Expect (Application Process)
30-Minute Phone Screen, Online Assessments, and Interview(s) Salary and Location
The expected pay range for this position is $45,000 to $55,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr