High Net Worth Insurance Producer

This is a fully remote position, open to applicants in Florida.

📋 Description

• Proactively seek and cultivate a pipeline of personal lines clients through personal connections, influential networks, and community engagement.

• Assess clients' insurance needs and property risks to create comprehensive and customized insurance plans.

• Collaborate with carrier partners to obtain competitive pricing and extensive coverage options for personal risk portfolios.

• Deliver tailored policy proposals, detailing policy options, limits, and potential coverage gaps.

• Collaborate with designated Account Managers responsible for routine policy maintenance, endorsements, and billing assistance.

• Remain updated on private client risk trends, developments in the Florida property insurance market, and carrier underwriting changes.

• Create, advise, and finalize personal insurance solutions, including policies for high-net-worth homeowners, auto, umbrella, flood, watercraft, and valuable articles.

• Serve as a trusted advisor to individuals, families, and professional networks.

⛳️ Requirements

• A minimum of 3 years of successful sales experience in Personal Lines insurance.

• Active Florida Resident Property & Casualty License (2-20 or 4-40 converted/held).

• Demonstrated capability as a self-driven "hunter" and networker with an entrepreneurial mindset towards growth.

• Strong understanding of Florida's personal property, auto, umbrella, flood, and high-net-worth risk markets.

• Exceptional interpersonal, presentation, and relationship-building abilities with a customer-focused approach.

• High School Diploma or GED is mandatory.

• Bachelor's degree or industry credentials (e.g., CPRIA, AAI, CIC) are preferred.

🏝️ Benefits

• W2 option with a base salary tailored to individual experience level along with a commission incentive structure.

• 1099 option featuring a straight commission model of 40% for New and 40% for Renewal.

• Opportunity for vested equity in your book of business once it generates $1 Million in revenue.

• Comprehensive medical insurance fully covered by the company.

• Complete dental insurance covered at 100% by the company.

• Full coverage for life and AD&D insurance provided by the company.

• 401(k) retirement plan with employer contributions.

• On-site Continuing Education (CE) classes available.

• Support for obtaining professional designations.

• Dedicated Account Manager support ratio designed to enhance producer sales focus.

• Optional voluntary insurance available through payroll deduction.

• Positive and professional work environment.

• Long-term career security within a growing agency.