Why This Role
Join a relationship-focused insurance office where every day is different and your contributions really matter. You’ll be the agent’s right hand—helping clients protect what matters most, while building lasting relationships. This role is perfect for someone who’s motivated, curious, and ready to grow a career in insurance.
What You’ll Do
- Educate and advise existing clients about potential gaps or lapses in their coverage and recommend solutions that protect them fully.
- Review policies with clients during renewals or life changes to ensure they’re properly covered.
- Deliver excellent service—handle policy changes, billing questions, renewals, and provide quick, friendly solutions.
- Be a brand ambassador in the Winter Park community, representing our agency in a positive, professional way.
You’ll Thrive Here If You…
- Enjoy working on a small team where you wear many hats and make a big impact.
- Communicate clearly by phone, text, and email, and keep calm under pressure.
- Have a natural talent for building rapport and turning conversations into long-term relationships.
Must-Haves
- Obtain/Maintain a Florida 4-40 Customer Representative License or 2-20 General Lines License.
- Comfortable using technology—CRM systems, quoting software, Microsoft Office or Google Workspace.
Nice-to-Haves
- Bi-lingual Spanish
- Previous insurance agency or customer service experience.
- Local knowledge of Winter Park/Orlando and an interest in community networking.
What We Offer
- Competitive base pay plus bonuses for additional coverage sold to current clients.
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Winter Park, Florida and help customers with their insurance and financial services needs, including:
- Auto insurance
- Home insurance
- Life insurance
- Retirement planning