Insurance Sales Specialist

Role Description: The Insurance Sales Specialist is a full-time, on-site role based in Vero Beach, FL. In this position, the specialist will consult with prospective and existing customers to understand their needs, provide insurance recommendations, and prepare personalized quotes for products such as auto, home, life, and health insurance. Daily responsibilities include responding to inbound inquiries, conducting outbound follow-ups, explaining policy features, processing applications, and supporting policy changes and renewals. The role also involves maintaining accurate records in the agency’s systems, delivering consistent, high-quality customer service, and participating in local marketing and outreach activities to build and retain a strong client base.

Qualifications: Ability to demonstrate strong Insurance Sales skills, including prospecting, needs analysis, and closing. Knowledge of core Insurance products such as auto, home, life, and supplemental coverage. Experience providing high-quality Customer Service, with a focus on clear communication and problem resolution. Background in Insurance Brokerage or agency environments, including handling quotes and policy administration. Understanding of Health Insurance concepts and the ability to explain benefits and options to customers. State insurance licensing (or eligibility to obtain required licenses within a defined timeframe).Strong interpersonal, listening, and presentation skills; comfortable engaging with a diverse customer base. Basic proficiency with office software and CRM systems for documenting interactions and managing leads. Reliable work ethic, attention to detail, and ability to work effectively in a team-oriented office setting. Prior sales or customer-facing experience preferred; high school diploma or equivalent required, further education a plus.