New Business Specialist - Personal Lines

Responsibilities

• Sales & Lead Management
• Work assigned inbound leads and office-generated opportunities
• Quote, present, and bind new personal lines business
• Identify coverage gaps and proactively cross-sell additional lines
• Maintain consistent follow-up and pipeline activity
• Quoting & Producer Support
• Quote new business opportunities for both direct clients and internal producers
• Shop multiple carriers to ensure best placement and coverage
• Meet expected quote turnaround times (typically 24-72 hours)
• Systems & Workflow Execution
• Manage leads, pipeline, and activity in Salesforce
• Utilize QuoteRush for comparative quoting
• Maintain accurate documentation in AMS360 and WorkSmart in accordance with agency SOPs
• Underwriting & Carrier Knowledge
• Apply and follow all carrier underwriting guidelines across Florida markets
• Accurately assess risk and ensure proper documentation prior to binding
• Stay up to date on carrier appetite, guidelines, and product offerings
• Account Rounding & Growth
• Actively cross-sell and round out household accounts
• Support agency growth initiatives through coverage expansion and retention strategies
• Successful Candidates Will Have :
• Active Florida 2-20 or 4-40 license (required)
• Experience quoting and binding personal lines insurance (Home, Auto, etc.)
• Strong understanding (or willingness to learn) Florida carrier underwriting guidelines
• Experience with Salesforce and QuoteRush preferred
• Highly organized with strong attention to detail
• Ability to work in a fast-paced, high-volume environment
• Strong communication and follow-up skills
• Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .

Additional Information

*PLEASE NOTE: This is a hybrid position that will require up to 3 days/week in our Vero Beach, FL office. We are seeking a driven and detail-oriented New Business Specialist (NBS) to join our Personal Lines team. This is a salaried, production-focused role responsible for quoting, presenting, and binding new business while delivering a high-touch client experience. The New Business Specialist will work primarily from inbound and internally generated leads, with a strong focus on cross-selling and rounding out accounts. This role also supports internal producers by quoting business and assisting in the placement of new accounts.

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