CBG Insurance, LLC, established in 2005, is a team of highly trained professionals with over 75 years of combined experience, dedicated to meeting the insurance needs of our clients at every stage of their lives. Specializing in small businesses and individual insurance needs, we offer a wide range of products, including group health insurance, life insurance, and workers' compensation. Based in Lutz, FL, we provide exceptional customer service and strive to build strong client relationships by offering personalized assistance and competitive rates. Our mission is to educate clients, ensuring they understand and are confident in their coverage while receiving unparalleled service. With a foundation rooted in Pasco, Hillsborough, and Pinellas Counties, we are excited to expand into neighboring areas as a fast-growing insurance agency.
Role Description This is a full-time on-site role for a Personal Lines Insurance Agent located in Lutz, FL. The Personal Lines Insurance Agent will be responsible for assisting clients with their insurance needs, managing policy quotes, providing expert advice, and recommending appropriate coverage options. Day-to-day tasks include maintaining client relationships, processing insurance applications, conducting policy reviews, and identifying opportunities to enhance client satisfaction. Agents are expected to stay informed about insurance offerings and regulations to ensure clients receive the best guidance and support.
Qualifications
Proficiency in Insurance Sales, Insurance, and Insurance Brokerage
Writing Homeowners, auto, umbrella policies and collecting premiums.
Understanding of Finance principles related to insurance products
Strong Customer Service skills and a client-focused mindset
Effective communication and interpersonal skills
Ability to analyze client needs and offer tailored insurance solutions
Licensure as an insurance agent in the state of Florida is required
Prior experience in an insurance-related field is highly preferred
Proficiency with relevant insurance management software is a plus
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Role Description This is a full-time on-site role for a Personal Lines Insurance Agent located in Lutz, FL. The Personal Lines Insurance Agent will be responsible for assisting clients with their insurance needs, managing policy quotes, providing expert advice, and recommending appropriate coverage options. Day-to-day tasks include maintaining client relationships, processing insurance applications, conducting policy reviews, and identifying opportunities to enhance client satisfaction. Agents are expected to stay informed about insurance offerings and regulations to ensure clients receive the best guidance and support.
Qualifications
Proficiency in Insurance Sales, Insurance, and Insurance Brokerage
Writing Homeowners, auto, umbrella policies and collecting premiums.
Understanding of Finance principles related to insurance products
Strong Customer Service skills and a client-focused mindset
Effective communication and interpersonal skills
Ability to analyze client needs and offer tailored insurance solutions
Licensure as an insurance agent in the state of Florida is required
Prior experience in an insurance-related field is highly preferred
Proficiency with relevant insurance management software is a plus
#J-18808-Ljbffr