Personal Lines Advisor

Imafinancialgroup

Sarasota, FL, USA
On-site
Personal lines sales
Customer service oriented
Effective communication
Imafinancialgroup is seeking a motivated Personal Lines Advisor to manage personal lines sales, emphasizing a customer-oriented approach and ethical standards. The role requires effective communication, multitasking, and a strong ability to build client relationships in a fast-paced environment

Job Summary

  • This position's primary duty is personal lines sales, requiring a motivated and customer service-oriented individual with high ethical standards.
  • Key responsibilities include establishing new client relationships, developing leads, quoting and selling personal insurance policies, and protecting customers by offering agency products.
  • The role involves working collaboratively, accepting direction, contributing to marketing campaigns, and maintaining professional relationships with carrier representatives.

Matching Summary

Match Score: 85

Imafinancialgroup is seeking a motivated Personal Lines Advisor to manage personal lines sales, emphasizing a customer-oriented approach and ethical standards. The role requires effective communication, multitasking, and a strong ability to build client relationships in a fast-paced environment.

Skills & Requirements

Must-have

  • Personal lines sales
  • Customer service oriented
  • Effective communication
  • Team player
  • Multi-tasking and prioritizing
  • Develop new client relationships
  • Quote and sell personal insurance policies

Nice-to-have

  • Positive attitude
  • Quick learner
  • Desire compensation consistent with contribution
  • Work independently
  • Dignity and respect workplace

Key Requirements

  • Florida 2-20 License Required
  • High school diploma or 2-3 years related experience
  • Experience with multiple insurance carriers
  • Proficient with Microsoft Outlook, Excel, and Word
  • Strong written & oral communication skills
  • Organizational & time management skills

Work Rights

Not specified

Tailored Resume

Cover Letter