Personal Lines Insurance Sales Agent

Are you a customer-centric professional seeking an exciting opportunity to work in our bustling office environment? Join our team as an In-Office Insurance Customer Service Representative at our fast-paced personal lines agency, specializing in home and car insurance.

As an In-Office Insurance CSR, you will be a crucial part of our team, providing excellent customer support to existing clients. Your responsibilities will include facilitating policy changes, ensuring outstanding customer service, and collaborating with team members to contribute to the agency's success.

Benefits:

• Holidays off and generous paid time off (PTO).
• 401(k) with matching.
• Excellent health insurance coverage for associates and their families.
• Opportunities for career growth and professional development.

How to Apply:
If you are a positive and dependable professional eager to contribute to a fast-growing agency, we invite you to apply. This position offers a dynamic work environment, growth opportunities, and a range of benefits.

Please apply and submit your resume for review.

Join our team and be a part of our success story!

$60,000 yearly

• Devote an unprecedented level of personal attention when implementing a range of effective sales strategies proven to maintain and grow long-term customer base
• Update bookkeeping systems, customer records, and sales databases to report your monthly and/or quarterly progress to goals to stakeholders
• Continue your education on evolving insurance industry protocols to adequately fulfill all policy requirements and monitor insurance claims to customers’ satisfaction
• Listen attentively to new and potential clients, evaluate their needs and their financial statuses, and propose ideal plan options for their unique circumstances and insurance needs
• Create tailored risk management strategies directly with clients that align with their risk profiles

Key Duties:

• Assist existing customers with policy changes and inquiries, ensuring a high level of customer satisfaction
• Handle a variety of tasks in a fast-paced office setting, with a primary focus on personal lines insurance for homes and cars
• Work both on the phone and in person, interacting with customers who walk into the office
• Collaborate with a friendly team to collectively manage customer needs

• Experience with accounting and or sales lead software is a plus
• Superb analytical, interpersonal communication, and customer service skills are needed to succeed in this role
• Job seekers must have an insurance license
• Some computer skills with ability to use Microsoft Office is required
• Proven understanding of the insurance industry including insurance products, risk management and any state and federal regulations

• Positive attitude, dependability, and a commitment to long-term professional growth
• A personal lines insurance license is preferred; however, we are willing to train the right candidate
• Ability to handle a high volume of calls (approximately 35-40 calls per day)

Regency Insurance Group is a personal lines insurance agency based in sunny Florida. We specialize in providing home, car, and flood insurance in a complex coastal marketplace. Regency Insurance Group was founded in 2012 by Kagen Cooksley and Kevin Koelemeyer. They have grown this tremendous operation from scratch to over 30,000 clients. Regency Insurance Group has the absolute best team in the industry and our model is to provide excellent customer service while offering the most competitive products. We love to grow and have fun doing it.