Account Executive

Stephanie Velez Agency Llc
Casselberry, FL

Job Description

Job Description

Job description

Are you excited to help customers meet their insurance needs? Do you take pleasure in walking clients through their policy options? If so, we urge you to apply for a job with our company as an Insurance Agent. We’re looking for a bright, talented, sales-minded professional who has a passion for the insurance industry and wants to work in an energetic, positive environment. We’re a boutique firm with a small roster of clients that grows by the day, so you’ll be getting in on the ground floor with infinite future opportunities.

Responsibilities & Duties:

  • Develop positive working relationships with clients
  • Approach clients via cold calling and outside sales to inquire about their insurance situations and future needs
  • Explain the differences in policy specifics so clients can make informed decisions about their purchases
  • Assist with obtaining underwriting approval
  • Respond to clients’ questions and complaints
  • Follow up with clients after initial meetings or conversations
  • Participate in continuing education programs in both insurance and sales

Qualifications & Skills Needed:

  • P&C license preferred/ 220 or 440 Licensed
  • Strong written and verbal communication skills
  • Pleasant telephone manner
  • Ability to explain complex issues and concepts to customers so that they understand them fully
  • Bilingual in Spanish is preferred
Posted 2026-03-20

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