Sales Associate

Posted: 07/21/2021

Summary of Position:

The Sales Associate position focuses on new business conversion and retention in support of our in-house agency and our strategic partners. Responsibilities include handling incoming new business sales calls, processing web-generated quotes for prospective clients, and assisting our strategic partners with converting leads through multiple sources. The Sales Associate is responsible for effectively pre-qualifying new business applicants by evaluating each risk against the carrier’s eligibility and underwriting guidelines to support a profitable book of business. In addition, the Sales Associate will provide support to the agency’s customers by providing professional guidance on coverage, options, and endorsements.

Hiring for the following shifts:

  • Sunday - Thursday
    • Sunday: 8:30 am - 5:00 pm                           
    • Monday - Thursday: 11:30 am - 8:00 pm
  • Tuesday - Saturday
    • Tuesday - Friday: 11:30 am - 8:00 pm
    • Saturday: 8:30 am - 5:00 pm
  • Monday - Friday: 9:00 am - 5:30 pm
  • Monday - Friday: 9:30 am - 6:00 pm

Essential Job Functions:

  • Submit new business quotes and applications within the carrier’s eligibility guidelines;
  • Complete application and documentation requirements in compliance with each carrier’s guidelines;
  • Request and maintain appropriate agency file documentation to include applications, forms, or other items necessary to support risk selection and eligibility; provide to carrier underwriting as requested;
  • Proficiency in the use of all systems and tools necessary for job accuracy: including but not limited to Carina, ESignature, Mailboat and phone system, as applicable;
  • Provide guidance/assistance to customers with endorsements, coverage changes, or inquiries regarding their policy;
  • Assist in other areas of department or other departments as required
  • Other duties as assigned with or without accommodation
  • Present a professional appearance.

Minimum Requirements:

  • High School Diploma or equivalent
  • 440 FL Property and Casualty Customer Service license required; may obtain within 90 days of hire
  • Prior Florida homeowners insurance, retail sales, or recognized industry designation preferred
  • PC Literate with a firm understanding of Microsoft Office Programs and web searches, comfortable working with data and reports from various system sources
  • Flexible, creative and challenged by change
  • Interacts well with different people with various backgrounds and is able to work in a multi-cultural environment
  • Ability to communicate effectively both orally and in writing

Required Competencies:

  • Customer Focus
  • Action Oriented
  • Negotiating
  • Compassion
  • Listening
  • Decision Quality


The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees assigned to this position. Our company is a drug-free workplace, and all candidates which are offered a position will be required to submit to pre-employment drug screening.  Refusal to submit to drug screening will result in retraction of offer.