Business Insurance Solutions Specialist

2 days ago


Sarasota, Florida, United States PURMORT & MARTIN INSURANCE AGENCY L Full time

Job Overview

Purmort & Martin Insurance Agency L is a leading independent insurance agency in Southwest Florida, known for its personalized service and expertise. We are seeking a talented Business Insurance Solutions Specialist to join our team.

About the Role

The Business Insurance Solutions Specialist will be responsible for interacting with clients daily, reviewing their policies, answering questions, and offering solutions regarding coverage, billing, and claims. This role also involves assisting current clients with the sale of additional coverages, providing expertise to help customers make informed buying decisions.

Key Responsibilities

  1. Daily interaction with clients, including policy reviews, question answering, and solution offerings.
  2. Assisting clients with the sale of additional coverages and providing expert advice.
  3. Maintaining accurate client files and documenting insured interactions.
  4. Performing other tasks as requested by management.

Requirements

To succeed in this role, you will need:

  • Superior written and oral communication skills.
  • Proficiency in underwriting and rating systems for multiple insurance carriers.
  • Knowledge of market availability and underwriting guidelines for standard insurance carriers and surplus lines brokers.
  • Familiarity with workflow and document sharing programs, including Excel, AMS360, Microsoft Word, Skype Instant Messenger, and Microsoft Outlook.
  • Able to work in a fast-paced environment, making quick decisions, and handling deadlines.
  • An active 4-40 or 2-20 Florida Insurance License.

What We Offer

We offer a competitive salary range of $60,000 - $70,000 based on experience, along with a comprehensive benefits package. Our benefits include medical insurance with a generous employer-paid portion, a 401(K) program with an employer match, short and long-term disability coverage, and a liberal PTO package. We value our employees and provide opportunities for professional growth and development.

About Us

Purmort & Martin Insurance Agency L is a locally owned and managed independent insurance agency. We pride ourselves on our commitment to customer satisfaction and our ability to deliver tailored insurance solutions. Our team is dedicated to providing exceptional service and expertise to our clients.



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