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Copy of Inside Sales Agent - Personal Li

Roberts Insurance Group LLC

Job Description

Job Description

What we’re good at

We are one of the top independent insurance agencies in the area, with over 40 years of excellence in personal and commercial lines of insurance. We’ve built our reputation on integrity and first-class service among our clients, partners, and the communities we serve.

Our mission is to build long-lasting client relationships, create a positive impact through our work, and foster an inclusive culture where all people can thrive and do their best work.

Teamwork, personal excellence, and growth matter to us — and we know they matter to you, too. We celebrate achievements and reward our employees for their ideas, attitude, and results.

Why Join Us

  • Join a well-established, client-focused agency with long-term stability.
  • Build and grow your own book of business.
  • Work in a professional, collaborative culture committed to service excellence.
  • Competitive compensation
  • Work-life balance and support for employee well-being.
  • A supportive, diverse, people-first mindset
  • A voice at the table to contribute ideas and create constructive changes.
  • Ongoing training and professional development

What You’re Good At

You are a motivated, goal-driven sales professional who thrives on building relationships and closing businesses. You are confident, persuasive, and skilled at identifying client needs and recommending appropriate coverage solutions.

You are organized, proactive, and comfortable working independently while collaborating with internal teams. You communicate clearly and professionally, follow up consistently, and are energized by meeting and exceeding sales goals.

What You’ll Do

  • Cross-sell, generate, and develop new personal lines business opportunities.

  • Build and maintain strong relationships with teammates, prospects, clients, carriers, and referral partners.

  • Conduct coverage reviews and identify cross-sell and upsell opportunities.

  • Prepare, present, and explain quotes and coverage recommendations to clients.

  • Follow up on leads, quotes, and referrals in a timely and professional manner.

  • Meet or exceed individual sales and revenue goals.

  • Maintain accurate documentation and activity tracking within the agency management system.

  • Stay current on carrier products, underwriting guidelines, and market changes.

  • Collaborate with management and service teams to ensure a seamless client experience.

    What You’ll Bring to Our Team

  • Strong verbal and written communication skills

  • A competitive, goal-oriented mindset

  • Confidence in presenting and closing

  • Ability to multitask in a fast-paced environment.

  • Strong organizational and time management skills

  • Basic math skills and comfort with learning new technology

  • Integrity and professionalism in all client interactions

  • Active Florida 2-20 or 4-40 licenses (or ability to obtain)

Apply Now

If you’re ready to grow your career, build lasting client relationships, and be rewarded for your production in a respected and stable agency, we’d love to hear from you.

Vacancy posted 5 days ago
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