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Advisor, Personal Lines

Employer
Wallace Welch & Willingham
Location
Saint Petersburg, Florida
Salary
Commensurate with experience
Closing date
Apr 27, 2021

View more

Category
Broker / Agent, Sales
Job Type
Full Time
Career Level
Experienced (Non-Manager)

Job Details

We are W3, an independent insurance agency founded in 1925. We have a rich history of providing quality service and unwavering commitment to our clients and community.

This is a fast paced, pleasant environment that allow you to showcase your positive attitude, your multi-tasking, and prioritization skills. While you are a team player, you will also work independently.

Job Duties

  • 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.
  • Accept direction and coaching from supervisors and managers, in compliance with the Agency's policies and procedures.
  • Establish new client relationships through prospecting, networking events, realtors, mortgage brokers, social media, friends and family to grow sales and increase earnings.
  • Develop leads to quote and sell personal insurance policies face to face and over the phone: Auto, Life, Home, Renters, Condo, Umbrella, and additional personal lines. 
  • Help protect new and existing customers by offering agency products to meet their insurance needs.
  • Round out existing accounts within assigned book of business.
  • Contribute to marketing campaigns that target new business sales.
  • Survey prospect clients to determine insurance needs, provide quotes and make sales appointments.
  • 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.
  • Prepare coverage comparisons and present and explain 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, as applicable.
  • Maintain electronic activity system and documentation to follow up on outstanding items.
  • Keep informed of industry developments.

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

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Florida 2-20 License Required
  • High school diploma or general education degree (GED); or 2 to 3 years related experience and/or training; or equivalent combination of education and experience
  • Experience dealing with multiple insurance carriers
  • Knowledge of Applied "EPIC" Agency Management System beneficial
  • Proficient with Microsoft Word & Excel
  • Strong written & oral communication skills
  • Organizational & time management skills

Physical Demands: 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 required to sit, use hand and fingers, read, speak and hear. The employee is frequently required to stand and walk, and reach with hands and arms.  Must life and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment: This job operates in a professional office environment.  The overall noise level ranges from low to moderate.

Other Qualifications: You must carry a minimum of $100,000/300,000 Bodily Injury Liability and $50,000 Property Damage Limits on a personal auto policy.

Reports To: Personal Insurance Manager

Position Type: Exempt

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.

Great reasons to work at W3:

  • Competitive compensation plan
  • Great benefits including medical, dental, vision, life and 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

Company

“I have the support of my team leader, manager, and fellow co-workers.  That is hard to find in the workplace!  I feel that my work is appreciated and valued by my team and by the agency as a whole.  I enjoy my work very much and wouldn’t want to work anywhere else.”

Response from Tampa Bay Times Top Places to Work employee survey

If you’re considering a career in insurance, think Wallace Welch & Willingham. We are always looking for top talent who match our values of Passion, Success, Integrity, and Accountability.

W3 is recognized as an employer of choice by top publications such as the Tampa Bay Times, Insurance Journal & Business Insurance. There are many reasons that employees consistently nominate W3 as an employer of choice. A competitive benefits package and a good work-life balance are noted as some of the most important benefits to our employees.

We fully support insurance education and training. W3 University exists as a resource for internal training needs, so you can gain the skills necessary to learn and grow in the field of insurance.

Our dynamic culture fosters teamwork and enthusiasm as all employees are rewarded for the initiative. We stand proud as a company that respects individual and family values and work every day to empower our staff to achieve their career goals.

We offer:

  • Competitive Salary
  • Medical, Dental, Vision & Life
  • 401(k) with Match
  • Flexible Schedule
  • Short & Long Term Disability
  • Flexible Spending Account
  • Profit Sharing Program
  • Merit Program
  • Ongoing Education & Training
  • Strong Corporate Culture
  • Privately Owned and Operated
  • Respected Member of the Community & Industry
  • Centrally Located Office in Downtown St. Petersburg

 

Best Places to Work 2019 BI

Company info
Website
Telephone
727-522-7777
Location
300 First Avenue South, Fifth Floor
St. Petersburg
FL
33701
US

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