Job Details

Key Responsibilities:

• Develop a deep understanding of the unique needs of mid-sized to high-net-worth individuals and deliver tailored insurance strategies.
• Manage and assess clients' insurance needs, offering expert advice on personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and other specialized coverages.
• Provide guidance throughout the insurance process, from policy selection to claims management.
• Build and nurture strong client relationships, ensuring their insurance needs are met with precision and care in a timely manner.
• Collaborate with insurance carriers to secure the best possible coverage and rates for clients.
• Oversee policy renewals, adjustments, and inquiries, ensuring accuracy and efficiency.
• Follow up with clients to address their concerns, resolve issues, and ensure satisfaction.
• Gather and organize all necessary documentation for quoting and binding policies.
• Identify opportunities for cross-selling and up-selling within your client portfolio.
• Support the sales team in acquiring new high-net-worth clients by providing expertise in personal insurance solutions.
• Perform other duties as assigned.

Qualifications:

Experience:

• Minimum of 5-7 years of experience in personal insurance, with a focus on middle to high-net-worth clients.
• Proven track record of managing complex insurance portfolios and delivering exceptional client service.
• Experience negotiating with underwriters and carriers on behalf of clients.

Education & Certifications:

• 220 license (required)
• High School diploma required; college degree preferred.
• Professional designations such as CPCU, ARM, or CIC are highly desirable.
• Bilingual skills are a plus.

Skills:

• In-depth knowledge of personal insurance products and markets in Florida.
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Strong attention to detail and organizational skills.
• Ability to work independently and collaboratively in a fast-paced, dynamic team environment.

Job Type: Full-Time (In-Office / Hybrid Consideration)

Benefits:

• 401(k) with matching contributions
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off (PTO)
• Tuition reimbursement
• Vision insurance
• Bonus opportunities

Compensation:
$65,000 - $75,000 per year, based on experience.

Work Location: On Site- Hybrid Opportunities

Equal Employment Opportunity (EEO) Statement:

Fortun Insurance is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other protected characteristic as defined by federal, state, or local laws.

If you’re ready to take on this exciting leadership role, we’d love to hear from you! Apply today.