We are W3! We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 130+ employees in a growth-oriented organization that has three locations and continues to expand – with $225M+ in premiums for P&C and Employee Benefits. We have a rich history of providing quality service and unwavering commitment to our clients and community. We live out our core values of Accountability, Integrity, Success, and Passion. If you do too, you have found your next home! Our core values guide all of our company decisions, as our employees seek to turn every client into a "Raving Fan" by providing superior customer service.

The successful candidate will learn and apply sales skills to generate Business-to-Business sales.

Job Skills and Responsibilities You Will Learn:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction, coaching and mentoring from supervisors and other sales producers, in compliance with the Agency's policies and procedures.
• Learn elements of insurance policies and coverages.
• Identify prospect clients.
• Learn to prospect for new business from existing clients and identified target groups.
• Contact prospects for the purpose of providing a quote and making sales appointments.
• Survey and qualify prospects to determine insurance needs, inspecting current insurance policies and employment records.
• Develop and deliver formal proposals of insurance.
• Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business.
• Participate in renewals by reviewing expiration listing to determine appropriate action and collection of information.
• Attend all sales meetings as required.
• Promote agency and insurance industry in the community.
• Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
• Actively pursue referral opportunities to other departments.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.
• Be familiar with and follow Agency guidelines, policies and procedures.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor's degree.
• Working knowledge of Microsoft Word & Excel.
• Willing to acquire a 220 Florida insurance license upon hire.

Competencies:

To perform the job successfully, an individual should demonstrate the following competencies and qualifications:

• Internally and independently driven
• Analytical
• Organizational & time management skills
• Dependable
• Team player
• Professional demeanor
• Superior customer service skills
• Open to diversity
• Ethical
• Supportive of organizational efforts and policies
• Mindful judgment

Physical Demands: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to sit, use hand and fingers, read, speak and hear. The employee is frequently required to drive, stand and walk, and reach with hands and arms. Must life and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment: This job operates in a professional office environment. The overall noise level in the usual work environment ranges from low to moderate. Working environment prospect or present client may be different.

Reports to: Chief Operating Officer

Position Type: Non-Exempt

Other:

• The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.
• Candidate must carry a minimum of $100,000/300,000 Bodily Injury Liability and $50,000 Property Damage Limits on a personal auto policy.

Great Reasons to Work at W3:

• Competitive compensation plan;
• Great benefits including medical, dental, vision, life & disability;
• Paid Time Off;
• Paid Holidays;
• 401(k) with employer match;
• Training and development;
• Paid Relevant Licensing and Continuing Education;
• A culture that emphasizes respect for every individual.

Proud to be a EOE/DFWP/SFWP.