Personal Lines Internal Sales and Retention Specialist (Remote)

About Shapiro Insurance Group, A Division of Patriot Growth Insurance Services: Shapiro Insurance Group (SIG) is a professional insurance brokerage firm with offices located throughout the state of Florida. We specialize in the Property and Casualty lines of insurance coverage for both Commercial and Personal clients. Shapiro Insurance Group is a partner agency of Patriot Growth Insurance Services, a privately held national insurance services broker ranked 24th largest broker in the U.S. as of December 2024.

Position Overview: The Personal Lines Internal Sales & Retention Specialist is responsible for renewing and expanding client relationships within the Personal Lines department. This role focuses on retention, cross-selling, and managing internal sales opportunities to support growth and client satisfaction.

Work Arrangement: This is a full-time, fully remote position that supports our clients’ activities in our Jacksonville, Florida office.

Professional Responsibilities:

• Client Retention: Maintain and strengthen relationships with existing clients through proactive communication and timely service.
• Cross-Selling: Identify opportunities to offer additional personal lines coverages and close sales with existing clients.
• Renewal Management: Lead the remarketing and renewal process to ensure clients receive competitive and appropriate coverage.
• Sales Queue Oversight: Monitor and manage the internal Personal Lines sales pipeline, ensuring timely follow-up and processing.
• Policy Servicing: Process endorsements, updates, and follow-ups accurately and efficiently.
• Underwriting Compliance: Review applications and renewals for adherence to carrier guidelines.
• Lead Generation: Support internal marketing campaigns and outreach efforts to drive new business.
• Carrier & Market Updates: Stay informed on changes in carrier guidelines, quoting procedures, and market conditions.
• Team Collaboration: Work closely with account managers, producers, and agency leadership to meet service and sales goals.
• Continuous Learning: Participate in CE courses and maintain up-to-date knowledge of personal lines insurance products and industry standards.

Qualifications and Requirements:

• Licensing: Active Florida 2-20 or 20-44 Insurance License required.
• Experience: 3–5 years in customer service, account management, or insurance sales, specifically in Personal Lines.
• Education: High school diploma or GED required; Associate degree preferred. Bachelor’s degree a plus.
• Industry Knowledge: Familiarity with Florida’s personal insurance market and core coverages (e.g., home, auto, umbrella).
• Systems Proficiency: Skilled in CRM platforms, agency management systems, and Microsoft Office Suite.