Commercial Lines Insurance Consultant

Overview:

Pay Transparency: $22.50 - $32.00 based on experience and credentials

Location Type: Remote, candidate must reside in Florida

Position Type: Full Time

Schedule: Monday through Friday 8:30 AM - 5:30 PM

The Commercial Lines Insurance Consultant serves as a licensed insurance agent. This individual provides consulting services to recommend insurance products and adequate coverage. An ideal candidate possesses a thorough understanding of commercial sales with the ability to provide solutions to business owners and negotiate rates.

Responsibilities:

Quote and write new commercial lines insurance, including excess and surplus lines (E&S) insurance

Cultivate relationships within the commercial insurance division by corresponding with business owners, current and potential members

Generate new insurance sales and requote or rewrite existing business policies to retain clients

Meet or exceed individual sales goals established by management

Manage existing commercial insurance portfolio

Perform annual reviews on the insured’s coverage or protection, and offer recommendations for additional risk management strategies

Maintain individual book of business within the Agency Management System, regularly updating notes to include every contact

Maintain accurate records in the Agency Management System by entering data such as insurance inquiries, questions, and policies

Interpret and explain complex insurance policies

Ensure the client’s insurance needs are met by recommending coverage enhancements or cross-selling additional product lines

Implement the agency’s policy, procedure, and underwriting guidelines to minimize errors and omissions

Foster relationships with other professionals in the financial and insurance industry to maintain a high-quality, competitive commercial program

Manage the relationships with business owners by providing exceptional personal service for their commercial needs and those of their employees

Cooperate with business units throughout the organization including Suncoast Business Services, Suncoast Trust and Investments, Suncoast Service Centers, and Suncoast Mortgage Loan Officers

Ensure the confidentiality of all information or transactions between the credit union, agency, members, and employees

Attend training classes to increase professional knowledge

Qualifications:

Bachelor’s degree in business administration or a related field (A comparable combination of work experience and training may be substituted for education requirements)

3+ years of experience as a commercial lines insurance producer, preferably at an independent agency

3+ years of product analysis experience with a successful track record of quote conversion

Florida General Lines Property & Casualty License (2-20) and continuing education requirements must be maintained

Excellent knowledge and understanding of the Florida Insurance Market including product offerings, carrier availability, and industry guidelines

Ability to generate leads and build a book of business with a pipeline for future opportunities

Excellent knowledge of ACCORD forms

Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines

Effective written, verbal, and interpersonal communication skills to interact with members, staff, vendors, and government regulators

Ability to comprehensively communicate facts, policies, and practices

Accurate, detail-oriented, and organized with task management

Skills

Customer Service

Networking

Sales

Benefits

Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts

Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage

Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO

Community Involvement: Paid Volunteer Hours

Growth: Degree Assistance up to $5,000 per year

Flexibility: Remote, Hybrid, and Onsite Schedules

Security: Pet Insurance, Free Identity Theft Protection, Legal Assistance

For more information, including additional benefits, please visit our benefits website at

Company Overview

Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees.

For more information, please visit our careers site at (url removed)

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