Property and Casualty Agent

3 days ago


Tampa, Florida, United States The Cambridge Insurance Agency Full time
About the Role

We are looking for an experienced agent specializing in writing homeowners, auto, umbrella, and commercial policies for Florida residents. The ideal candidate will have a minimum of 2 years of proven expertise in crafting homeowners policies with Citizens.

Key Responsibilities
  • Maintain accurate bookkeeping systems, customer records, and sales databases to deliver monthly and quarterly progress reports to stakeholders.
  • Arrange meetings with potential clients to grasp their needs, taking into account their financial status and life stage priorities, and provide tailored insurance plan options.
  • Develop and execute risk management strategies for each client based on their unique risk profile.
  • Keep abreast of insurance industry protocols and policy adjustments to ensure adherence to all policy requirements, and supervise insurance claims for customer satisfaction.
  • Deploy successful sales tactics with a focus on personalized attention to maintain and grow the long-term customer base.


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