Advisor, Personal Insurance

Sarasota, Florida
Oct 10, 2018
Dec 09, 2018
Broker / Agent
Job Type
Full Time

We are W3, an independent insurance agency founded in 1925.  We are rated a Top Place to Work in Tampa Bay and named Business Insurance's Best Places to Work in Insurance.  We stand proud of all of our successes while always staying humble. And by working in a completely solar-powered building, we know we are doing our part in helping the planet. Our core values "Integrity, Accountability, Success and Passion" guide all of our company decisions.  Our employees seek to turn every client into a "Raving Fan" by providing superior customer service.


If you are a fast learner, enjoy a positive, fast paced customer service environment, we would like to meet you. You will utilize your superior communication skills in this role, helping our clients make informed decisions on their personal insurance needs.


  • Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
  • The ability to accept direction and constructive criticism from supervisors and managers, in compliance with the Agency's policies and procedures.
  • Contribute to marketing campaigns that target new business sales.
  • Survey prospect clients to determine insurance needs, provide quotes and make sales appointments.
  • Find opportunities to create new relationships and cross-sell business.
  • Market new business and remarket existing accounts. 
  • Collect detailed risk and underwriting information including loss history. 
  • Maintain insurance expiration log.
  • Work with underwriters to negotiate sales on behalf of clients.
  • Develop and maintain professional relationships with carrier representatives.
  • Round out existing accounts within assigned book of business.
  • Prepare coverage comparisons and present proposals to clients.
  • Maintain up-to-date account information essential for documentation purposes.
  • Check policies for accuracy.
  • Process transactions to generate billing invoices and prepare premium finance contracts. 
  • Respond to requests from clients and companies regarding insurance, claims, or administrative problems.
  • Analyze policy transactions and correct company records to adjust errors.
  • Review policy provisions to determine methods of effecting desired changes.
  • Maintain paper and electronic activity system and documentation to follow up on outstanding items.
  • Keep informed of industry developments.
  • Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
  • Be familiar with and follow Agency guidelines, policies and procedures

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.


To perform the job successfully, an individual should demonstrate the following competencies and qualifications:

  • Analytical
  • Superior customer service skills
  • Open to diversity
  • Ethical
  • Supportive of organizational efforts and policies
  • Mindful judgment
  • Motivation
  • Dependable
  • Show initiative


  • Florida 2-20 License Required
  • High School Diploma/GED Required
  • 3 to 5 years experience in personal lines insurance
  • Solid understanding of all lines of Personal insurance
  • Ability to build rapport with each customer through active listening
  • Experience dealing the multiple insurance carriers
  • Knowledge of Applied "EPIC" Agency Management System beneficial
  • Proficient with Microsoft Word and Excel


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; talk or hear and taste or smell. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENTThis job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.

REPORTS TO:  Personal Insurance Manager


OTHER:  The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.


  • Competitive compensation plan;
  • Great benefits including medical, dental, vision, life & disability;
  • Paid Time Off;
  • Paid Holidays;
  • 401(k) with employer match;
  • Paid Continuing Education;
  • A culture that emphasizes respect for every individual;
  • Proud to be a EOE/DFWP/SFWP.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.