Commercial Lines Insurance Consultant Location Remote in Tampa, FL : Overview: Pay Transparency: $22.50 - $32.00 based on experience and credentials Location Type: Remote, candidate must reside in Florida Position Type: Full Time Schedule: Monday through Friday 8:30 AM - 5:30 PM The Commercial Lines Insurance Consultant serves as a licensed insurance agent. This individual provides consulting services to recommend insurance products and adequate coverage. An ideal candidate possesses a thorough understanding of commercial sales with the ability to provide solutions to business owners and negotiate rates. Responsibilities: Quote and write new commercial lines insurance, including excess and surplus lines (E&S) insurance Cultivate relationships within the commercial insurance division by corresponding with business owners, current and potential members Generate new insurance sales and requote or rewrite existing business policies to retain clients Meet or exceed individual sales goals established by management Manage existing commercial insurance portfolio Perform annual reviews on the insured's coverage or protection, and offer recommendations for additional risk management strategies Maintain individual book of business within the Agency Management System, regularly updating notes to include every contact Maintain accurate records in the Agency Management System by entering data such as insurance inquiries, questions, and policies Interpret and explain complex insurance policies Ensure the client's insurance needs are met by recommending coverage enhancements or cross-selling additional product lines Implement the agency's policy, procedure, and underwriting guidelines to minimize errors and omissions Foster relationships with other professionals in the financial and insurance industry to maintain a high-quality, competitive commercial program Manage the relationships with business owners by providing exceptional personal service for their commercial needs and those of their employees Cooperate with business units throughout the organization including Suncoast Business Services, Suncoast Trust and Investments, Suncoast Service Centers, and Suncoast Mortgage Loan Officers Ensure the confidentiality of all information or transactions between the credit union, agency, members, and employees Attend training classes to increase professional knowledge Qualifications: Bachelor's degree in business administration or a related field (A comparable combination of work experience and training may be substituted for education requirements) 3+ years of experience as a commercial lines insurance producer, preferably at an independent agency 3+ years of product analysis experience with a successful track record of quote conversion Florida General Lines Property & Casualty License (2-20) and continuing education requirements must be maintained Excellent knowledge and understanding of the Florida Insurance Market including product offerings, carrier availability, and industry guidelines Ability to generate leads and build a book of business with a pipeline for future opportunities Excellent knowledge of ACCORD forms Ability to prioritize tasks, deal effectively with competing and changing priorities to meet deadlines Effective written, verbal, and interpersonal communication skills to interact with members, staff, vendors, and government regulators Ability to comprehensively communicate facts, policies, and practices Accurate, detail-oriented, and organized with task management Skills Customer Service Networking Sales Benefits Financial Well-Being: Bonus Program up to 9%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts Wellness: Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage Work-Life Balance: 11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO Community Involvement: Paid Volunteer Hours Growth: Degree Assistance up to $5,000 per year Flexibility: Remote, Hybrid, and Onsite Schedules Security: Pet Insurance, Free Identity Theft Protection, Legal Assistance For more information, including additional benefits, please visit our benefits website at Company Overview Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community. Chartered in 1934, Suncoast has never furloughed any employees. For more information, please visit our careers site at
