Insurance Agent

Job Description

Job Description

PURPOSE :

Our Property & Casualty (P&C) Insurance Sales Agent provides expert guidance and personalized service to clients by selling and servicing auto, homeowner’s, and commercial insurance policies. This role focuses on identifying clients' coverage needs, explaining policy options, and recommending tailored insurance solutions to protect their assets and mitigate risk. The agent is responsible for maintaining client relationships, ensuring policy accuracy, and proactively addressing changes in coverage needs. As a sales-driven position, success is measured by meeting or exceeding sales goals outlined in a separate pay plan.

Important License Information :

Employee must have a Florida Property and Casualty Agent License (2-20) or be willing to acquire the 2-20 license through the company. Employees must obtain the 2-20 license within the first 30 days of employment. After successfully completing the 90-day probationary period, Comfort Insurance and Finances will reimburse 50% of the licensing cost.

Compensation :

Yearly salary rate of $32,000 plus the opportunity to earn uncapped commissions, subject to applicable federal and state tax withholdings.

DUTIES & RESPONSIBILITIES :

• Production of new insurance agency business
• Assisting with ongoing service to clients
• Responsible for developing leads, scheduling appointments, identifying customer needs, and marketing appropriate products.
• Prospecting, generating new business, cross selling and customer service.
• Helps the long-term success of the agency by following the agency’s guidelines and operational processes.
• Determines clients' particular needs by quoting and explaining coverage options that meet their immediate and long-term goals.
• Obtains underwriting approval by completing an application for coverage.
• Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
• Provides continuing service to customers by thoroughly completing service request, customer policy reviews, and courtesy follow-up calls
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; and participating in professional organizations.
• Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Requirements

JOB QUALIFICATIONS :

Benefits

At Comfort Insurance & Finances, we value our employees and strive to provide a comprehensive benefits package to support your well-being and career growth. Here’s what we offer :

Ready to join a team that invests in you?