Careers At Security First Managers LLC

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Insurance Sales Associate

Department: In-House Sales
Location: Ormond Beach, FL

**Summary of Position:**

Performs administrative activities for Security First Managers (Company). Focuses on new business conversion and retention for in-house agency and strategic partners. Coordinates new business sales calls, processes web-generated quotes, and assists strategic partners with lead conversion from diverse sources.

- Salary plus Incentive Bonus Program
- Bilingual (English/Spanish) preferred
- On-the-job training

**Essential Job Functions:**
- Submits new business quotes and applications within carrier eligibility guidelines; completes documentation requirements in compliance with each carrier's guidelines
- Pre-qualifies new business applicants based on carrier eligibility and underwriting guidelines
- Provides professional guidance to agency customers on coverage, options, and endorsements
- Requests and maintains appropriate agency file documentation to support risk selection and eligibility
- Assists customers with endorsements, coverage changes, and inquiries regarding their policy
- Identifies and manages existing and emerging risks related to business activities
- Ensures effective identification, measurement, monitoring, and management of risks
- Follows written risk and compliance policies, standards, and procedures
- Maintains a customer service orientation and positive image of the Company
- Responds to emergency call-ins for critical events
- May be required to work additional hours in the event of a natural catastrophe
- Maintains positive communication and interaction with Company personnel, external organizations, and the public
- Establishes and maintains effective working relationships regardless of diverse backgrounds
- Performs other duties as assigned

**Minimum Requirements:**
- High school diploma or GED
- One (1) year of experience in a related field
- OR an equivalent combination of education, certification, training, and/or experience

**Certifications and Licenses:**
- May be required to possess a valid state of Florida driver's license
- Florida Property and Casualty (P&C) 440 license
- Insurance industry designations or trade certifications as required

**Preferred Qualifications:**
- Prior Florida homeowners' insurance, retail sales, or recognized industry designation
- Bilingual (English/Spanish)

**Required Knowledge, Skills, and Abilities:**
- Knowledge of clerical procedures, word processing, managing files and records
- Knowledge of providing high-quality customer service
- Skill in Microsoft Office products and willingness to learn new software
- Skill in establishing positive relationships and effective communication
- Ability to adhere to confidentiality requirements
- Ability to communicate effectively in English, orally and in writing
- Ability to follow instructions and perform required math calculations
- Ability to attend work punctually according to schedule

**Company benefits include:**
- 100% paid medical, dental, and vision benefits
- 401k retirement plan with 5% employer match
- PTO, holidays, and bi-weekly pay schedule

**Disclaimer:**
The above statements describe the general nature of work for this position. It is not an exhaustive list of all responsibilities. Our company is a drug-free workplace, and candidates offered a position will need to undergo pre-employment drug screening.

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