Position Overview

Dreaming of working from home? Look no further! This remote position offers a dynamic, fast-paced work environment where you can achieve your work-from-home goals. The ideal candidate must possess a Personal Lines Insurance Agent license, reside in the USA, and have a quiet workspace with a high-speed internet connection. We provide the necessary tools, including a computer, to ensure your success. In this role, you will focus exclusively on servicing existing clients by addressing their policy-related inquiries, handling policy changes, and offering recommendations—all while utilizing cutting-edge, web-based insurance software. Comprehensive training will be provided to familiarize you with Florida’s intricate insurance market and our latest products.

Key Responsibilities

• Take ownership of maintaining accurate records of bookkeeping, client, and sales reports to track assigned goals.
• Tailor risk management strategies and client profiles to meet individual customer needs.
• Maintain a portfolio of existing customers and pursue insurance sales with new clients using strategies that may include cold calling and networking.
• Stay abreast of changes to rules or policies to effectively update insurance programs for clients.
• Listen to clients to evaluate their needs and stage-of-life priorities before presenting suitable insurance options.
• Keep updated on market changes and rates.
• Utilize strong note-taking and problem-solving skills while adapting to new software programs.
• Handle 30-40 inbound calls per day efficiently.

Required Qualifications

• Bachelor’s degree preferred; high school diploma mandatory.
• Excellent analytical, interpersonal, and communication skills with strong customer service abilities.
• Valid insurance license required or willingness to obtain licensing, with a Personal Lines Insurance Agent license being a must.
• Working knowledge of accounting and sales lead software is a plus.
• Positive attitude with proficiency in typing and multitasking.
• A quiet home office with high-speed internet connection.
• Ability to manage multiple computer programs, including CRM and carrier websites.
• Willingness to complete training and development courses in a fast-paced environment.
• Self-motivated with the ability to learn new things quickly.

Benefits & Perks

• Holidays off and generous paid time off (PTO).
• 401(k) with matching.
• Excellent health insurance coverage for associates and their families.
• Opportunities for career growth and professional development.

Compensation

$50,000 - $65,000 yearly

About Company

Regency Insurance Group is a personal lines insurance agency based in sunny Florida. Founded in 2012 by Kagen Cooksley and Kevin Koelemeyer, the company specializes in home, car, and flood insurance in a complex coastal marketplace. They have grown the operation from scratch to serve over 30,000 clients, emphasizing excellent customer service and competitive products while fostering a fun, growth-oriented team environment.