Commercial Lines Insurance Consultant

• 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

• 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

• Customer Service
• Networking
• Sales

• 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

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