Personal Insurance Advisor

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BASIC FUNCTION:

This role requires a strong understanding of the insurance marketplace, excellent technical skills, and the ability to effectively market and sell insurance to middle market clients through effective sales techniques and quality customer service.

RESPONSIBILITIES

• Contact prospective clients via telephone and/or mail to develop them as new clients with follow-up as needed.

• Provide price quotes and insurance policy information to all new and existing clients as requested.

• Take orders, relate new product information and receive feedback on the company's products and services.

• Maintain established weekly and monthly goals for various lines of insurance as required.

• Prepare applications, proposals and marketing activity summary reports.

• Attend outside agency functions, seminars or training programs, banquets and other meetings as required.

• Verify coverage and premiums on new business with follow-up prior to delivery.

• Provide excellent client service to maintain and grow the existing Book of Business

• Perform other related duties as assigned.

WHAT YOU'LL NEED:

✅ Insurance Expertise – Strong understanding of middle market personal lines insurance.

✅ Market Knowledge – In-depth knowledge of the insurance marketplace, including carriers, wholesalers, and coverage options.

✅ Client-Centric Mindset – Ability to clearly explain coverages to clients.

✅ Technical Skills – Proficient in policy analysis, coverage comparisons, and renewal proposal preparation.

✅ Strong Communicator – Excellent verbal and written communication skills, with the ability to sell to clients confidently.

✅ Relationship Builder – Skilled at fostering and maintaining strong relationships with clients and internal teams.

✅ Detail-Oriented & Organized – Capable of managing multiple accounts while ensuring accuracy in policies and proposals.

✅ Relevant Work Experience – Previous experience at a local agency.

✅ License– Property & Casualty License

About us:

NSI Insurance Group is one of the largest independent insurance agencies in Florida, we’ve built our business creating innovative solutions for the toughest risk management challenges. Named Best Practices Agency by Independent Insurance Agents and Brokers of America three years in a row, we are passionate about serving our clients, developing our employees and giving back to our communities.

What You’ll Do: 

• Handle inside sales for customer who needs help getting coverage and collect required documentation.
• Convert leads to sales through text, phone, or email by rapidly responding to customers who have requested a quote on our site. 
• Adapt to a new and ever-changing technology as we build our processes and workflows.
• Help us grow and be a part of the creation of an amazing sales team by providing feedback. 

What You’ll Need:

• Character: Charismatic, kind.
• Digital: You have above-average computer skills. 
• Hungry: You want to make the leap into an early-stage tech startup to rapidly accelerate your growth. 
• Self-Driven: You prefer to manage your own workload and figure out what needs to be done with minimal oversight. 

Employee Benefits:

At NSI Insurance Group, we recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include:

• Medical, dental and vision insurance - with 100% company paid premiums for medical, dental and vision insurance for full-time employees;
• Generous Paid Time Off;
• 401K Retirement Plans with company matching;
• Company paid life insurance, short and long term disability.
• Educational Assistance Program