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Personal Lines Sales Representative


This is a Contract position in Dallas, TX posted August 23, 2021.

We’re SimplyIOA, an InsureTech company based out of Lake Mary, FL backed by one of the nation’s largest insurance brokers, Insurance Office of America.

In partnership with some of the most respected and trusted insurance providers, such as Progressive, Safeco, Travelers, and Nationwide, SimplyIOA is the nation’s first fully-integrated comparison, quote and buy platform.

The industry‐leading technology, underpinned by sophisticated data science and machine learning, allows consumers to compare providers, receive quotes and buy an insurance policy online in minutes.

At SimplyIOA, we’re driven by our mission and core values.

We work hard, but we have fun too.

Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren’t just clichés here – they’re a part of who we are.

We believe in helping people grow, develop and achieve their professional goals, so when you join the SimplyIOA team you truly become a partner in our shared success.

We’re looking for a Personal Lines Account Executive to join our team in Oldsmar, FL.

This position would be responsible for day-to-day activities including: Quote and issue new personal insurance for call-in clients, customer referrals and company referrals, and is the carrier liaison.

Regularly interacts with new clients to generate new leads of business.

Responsible for devising creative solutions to meet client needs as to coverage and costs.

Regularly exercises discretion and independent judgment on significant accounts including but not limited to: negotiation of product pricing, interviewing clients; collecting and analyzing information regarding the client and assisting in product and pricing determinations; affecting, interpreting, and implementing various company policies with regard to the specific factual circumstances of each client.

Personal Lines Account Executive essential functions include: Seeks out new clients and develops clientele by networking to find new customers and generate lists of prospective clients.

The primary focus of this job is making connections with people to generate leads of new business Work closely with individuals to make sure their assets and resources are protected through our innovative and comprehensive insurance products Obtaining quotes via online quoting tool for call-in clients/customer referrals, submitting proposals, and maintaining a log of all quoted cases Makes personal lines presentations groups and preparing presentation binders to potential customers Works effectively with 1099 sales personnel, seeking input and developing win-win solutions for mutual clients Monitors performance to ensure productivity, efficiency, quality, and service standards are met, recommending corrective actions to operations management staff when appropriate Lives and champions Company core values at all times, demonstrating the highest levels of personal character, integrity, and servant leadership Qualified candidates will have: 5 years of Personal Lines Account Management experience All required active licensing Exceptional customer service skills Excellent multi-tasking, organizational, delegation and decision-making skills Outstanding verbal/written communication skills Ability to perform large work volumes with high degrees of accuracy PC proficiency, including MS Office Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times Great Reasons to Work at SimplyIOA include: Competitive salaries and bonus earning potential Great benefits, including company paid health insurance Paid time off for holidays, vacations, and sick time 401K with an employer match Participation in our employee stock plan Opportunities for professional growth and career progression A culture that emphasizes respect for every individual Company commitment to work/family life balance and community service Teammates who share your drive for excellence Knowing every day you are helping our clients protect their families and businesses

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