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Insurance Sales Consultant and Agency Operations Leader
2 months ago
Position Type: Full-Time
Sales Consultant: Base Salary + Performance Bonuses
Agency Operations Leader: Competitive Salary + Performance Bonuses
Agency Schedule: Flexible Shifts, Daytime and Early Evening Hours, No Night Shifts
Training Program: Comprehensive Paid Training Provided
Licensing Requirements: Limited Lines or Property & Casualty License Necessary
Key Responsibilities:- Promote and sell the full range of products and services offered by the agency.
- Act as a representative of the company in all business-related activities.
- Develop and nurture strong customer relationships.
- Conduct follow-up communications with both new and existing clients.
- Ensure timely processing of renewal quotes and follow-ups.
- Execute local marketing initiatives and promotional activities.
- Maintain positive relationships with clients and business partners.
Participate in ongoing sales training as required.
Design and implement campaigns to enhance agency performance and organize customer appreciation events.
Ensure the agency environment is well-maintained and stocked with necessary marketing materials and supplies.
Daily Operations:
Maintain accurate records and reports on a daily basis.
Reconcile daily deposits at the end of each shift.
Prepare and submit daily or nightly deposits as required.
Required:
- Limited Lines or Property & Casualty License
- High School Diploma or Equivalent
- At least one year of experience in sales or customer service
- Positive attitude and strong work ethic
- Excellent verbal and written communication skills
- Proficient in typing and computer usage for data entry
- Ability to assist customers, provide information, and process transactions efficiently and courteously.
Preferred: Bilingual in English and Spanish.
*Management experience is essential for leadership roles.
Benefits:- Medical, Dental, and Vision Insurance Plans
- Disability and Life Insurance
- 401(k) Retirement Savings Plan
- Paid Time Off and Holidays
UniVista Insurance is a family-owned, independent insurance agency dedicated to safeguarding the residents of Florida for over a decade. Our mission is to deliver affordable and innovative insurance solutions that empower our clients to be prepared and protected in all circumstances. We prioritize customer loyalty, foster professional development, and aim to positively impact our community.
As a trusted leader among Florida's insurance agencies, UniVista Insurance is committed to providing quality coverage, exceptional customer service, and competitive rates. Our success has enabled us to expand our reach to California, ensuring top-notch insurance coverage across both coasts.
We offer a wide array of insurance products, including auto, home, commercial, life, health, and more. Our goal is to educate clients on making informed insurance decisions, build lasting relationships, and earn their trust. Customer loyalty is paramount, and we strive to deliver the protection our clients value.
With 151 locations throughout South Florida, including over 10 corporate offices and numerous franchises, UniVista employs approximately 1,210 dedicated agents. Our growth has been recognized, ranking us among the fastest-growing private companies in America.
