Property & Casualty Insurance Agent - AIA at Achieva

Tampa, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Aug, 26

Salary

0.0

Posted On

21 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commercial Insurance Sales, Risk Assessment, Consultative Selling, Client Relationship Management, Prospecting, Policy Management, Underwriting Compliance, CRM Tools, Agency Management Systems, Communication Skills, Organization, Multitasking

Industry

Financial Services

Description

Position Summary: The Property & Casualty Insurance Agent – Commercial Lines is responsible for selling and servicing commercial insurance products while building long-term client relationships. This hybrid role offers the flexibility to work remotely and, in the office, with a focus on consultative selling, prospecting, retention, and collaboration with internal teams. The role combines client-facing impact with strategic business development across the Tampa Bay market. Key Responsibilities: Sales & Client Acquisition * Advise, quote, and sell commercial property & casualty insurance policies. * Analyze business operations and risk exposure to develop tailored insurance solutions. * Meet monthly sales quotas by following established agency processes. * Prospect for new business through community involvement and outreach to Achieva Credit Union members. * Build and maintain strong relationships with policyholders, prospects, and referral sources. Client Service & Policy Management * Manage policy expirations, renewals, and retention efforts. * Collaborate with internal team members to support renewals and resolve service-related issues. * Ensure compliance with underwriting guidelines and carrier requirements. * Stay current on industry trends, product knowledge, and regulatory changes. Systems & Reporting * Utilize agency management and CRM tools (e.g., AgencyZoom, EZLYNX) to track activities and client interactions. * Maintain accurate documentation of sales efforts, policy information, and renewal workflows. * Participate in incentive and recognition programs tied to performance metrics. Education and Experience * Active Florida 2-20 Property & Casualty license required. * 5+ years of commercial lines experience strongly preferred. * Must have a valid Florida driver’s license and pass a background check. Required Knowledge, Skills, and Abilities * Strong knowledge of commercial insurance products and risk assessment practices. * Proven consultative sales skills with the ability to build lasting client relationships. * Familiarity with agency management systems and CRM tools. * Excellent verbal and written communication skills. * Highly organized, self-motivated, and results-driven. * Ability to multitask and operate effectively in a hybrid team environment. Physical Demands & Work Environment Achieva Credit Union is committed to providing equal employment opportunities to all individuals. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. This position primarily operates in a remote office environment. The role routinely uses standard office equipment such as computers, phones, and virtual meeting platforms. The employee must be able to remain in a stationary position for extended periods and communicate effectively via phone, video, and electronic messaging. Occasional travel to company offices or events may be required. Occasional light lifting (up to 25 pound) may be required. EEO Statement Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, qualified individual with a disability, or other protected status. Achieva participates in E-Verify.

Responsibilities

The agent is responsible for selling and servicing commercial property and casualty insurance policies while building long-term client relationships. Key duties include prospecting for new business, analyzing risk exposure, and managing policy renewals and retention.