Insurance Agent

4 hours ago


Tampa, Florida, United States The Cambridge Insurance Agency Full time
Senior Licensed 2-20 Agent Wanted

Cambridge Insurance Agency is seeking a seasoned insurance professional to join our team as a Senior Licensed 2-20 Agent. We are looking for an experienced agent with a proven track record of writing homeowners, auto, umbrella, and commercial policies for the state of Florida.

Key Responsibilities:
  • Maintain accurate bookkeeping systems, customer records, and sales databases to provide regular progress reports to stakeholders.
  • Schedule meetings with potential clients to understand their needs, considering their financial status and life stage priorities, and offer personalized insurance plan options.
  • Develop and implement risk management strategies for each client based on their individual risk profile.
  • Stay up-to-date on insurance industry protocols and policy changes to ensure compliance with all policy requirements, and oversee insurance claims for customer satisfaction.
  • Implement effective sales strategies with a high level of personal attention to retain and expand the long-term customer base.
Requirements:
  • At least 2 years of experience in the insurance industry is required.
  • Experience writing Citizens policies for at least 2 years is mandatory.
  • Possession of a 2-20 License is required.
  • Familiarity with AMS360 is a plus.
  • Strong communication, customer service, analytical, and interpersonal skills are essential.
  • A high school diploma is mandatory, while a four-year undergraduate degree is highly preferred.
  • Some exposure to accounting or sales lead software is advantageous.
  • Knowledge of insurance products, risk management profiles, and relevant state and federal regulations is necessary.


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