Choice Financial Group · 2 months ago
220 Property & Casualty Licensed Insurance Agent
Jensen Beach, FL
Full-time
Onsite
New Grad, Entry LevelChoice Financial Group is an industry leader specializing in delivering strategic support for the profitable growth of insurance agencies. The role involves promoting sales of new and existing insurance policies while providing excellent customer service to clients to foster agency growth.
FinanceFinancial ServicesInsurance
Responsibilities
Quote and sell policies/products
Provide excellent customer service, understand client needs, and accurately review and modify policies
Contact potential clients, utilizing existing client cross-sell lists, contact calls, and optimizing marketing-generated leads
Collect information from clients on their risk profiles to offer them the proper product solution
Retain continuous awareness of transactions, sales, and terms, and keep activity notations in compliance with agency procedures
Properly document and update all customer information within the database
Mail and document management
Other duties, as requested
Qualification
Required
Valid 2-20 Property & Casualty General Lines License
Must be willing to work full-time
Be proficient in the rules and regulations related to personal lines and commercial lines insurance
Demonstrate skill and experience in all aspects of professionally managing an existing book of business
Rewrite and relationship-building expertise
Knowledge and use of agency management software and comparative rating software
Ability to market new business to the community
Team player
Willingness and ability to be proactive beyond the reactive demands of the role
“Can do” attitude and ability to work in a fast-paced, multi-tasking environment
Benefits
Performance incentive pay, in addition to annual compensation
Employee Health Benefits (medical, dental, vision)
401(k) Retirement Plan
Employer-paid Group Life Insurance
Paid Time off
Paid Holidays
Paid Bereavement
Gym Membership Reimbursement
Employee Referral Bonus
Company
Choice Financial Group
Choice Financial Group offers insurance services, supported by Northlane Capital Partners, focusing on acquisitions and organic growth.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Hilb
Chief Executive Officer
Troy Dillow
President & COO
Recent News
2025-10-30
Company data provided by crunchbase