An Insurance Sales Agent sells insurance to customers, working on behalf of an insurance company or independent insurance agent. Evaluates the insurance coverage needed by a customer and proposes insurance packages and prices. May specialize in one line of insurance such as life insurance. May provide first point of contact for customers filing insurance claims.
Benefits Producer•Individual and Small Group One Insurance Services, LLC Winter Park, FL Job Details Full-time 22 hours ago Benefits Disability insurance Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Insurance needs analysis Life Insurance License Sales negotiation Managing customer accounts Insurance products customer support Customer relationship building Client onboarding Referral-based lead generation Sales referrals Insurance policy presentations Networking through cold outreach Opportunity Management Account development Mid-level Business development Sales quoting Health insurance knowledge Client retention Industry trends Customer relationship management (CRM) systems (technically supported) Coordinating with insurance clients Initial Contact (sales skills) Prospecting Time-based sales targets Lead Tracking Client acquisition Health insurance sales Sales pipeline management Insurance for risk management Corporate sales environment
Full Job Description Ttile:
Benefits Producer•
Individual and Small Group Department:
Individual and Small Group Location:
Orlando Florida Reports To:
Chief Sales Officer•
CSR & Associates Company:
CSR /
One Insurance Services Job Type:
Full-Time, Permanent About One Insurance Services:
CSR / One Insurance Services is a leading insurance agency in the Florida market with over 40 years of experience. With offices in Orlando, Coral Gables, Fort Lauderdale, Boca Raton, Cape Coral, and Ormond Beach, we are expanding our Individual and Small group team, and we are seeking dynamic sales professionals to grow with us. Our client-first approach and long-standing reputation for integrity and service make us a trusted partner for businesses across the state. About the
Role:
We are looking for a highly motivated and results-driven Individual Health and Small Group Producer to join our growing sales team. In this client-facing role, you'll generate new business, develop strong relationships with commercial clients, and provide customized insurance solutions to protect our clients. This position is ideal for a sales professional who thrives in a fast-paced, entrepreneurial environment and wants to build a solid book of business backed by a supportive team.
What You'll Do:
Prospect, develop, and secure new insurance accounts through networking, referrals, and outbound outreach Analyze client risks and insurance needs; recommend appropriate coverage and carrier solutions Prepare and deliver proposals, quotes, and presentations to prospective clients Collaborate closely with Account Managers and underwriting teams for seamless client onboarding and servicing Maintain a robust sales pipeline and track progress using CRM tools Provide continuous support and guidance to existing clients Consistently meet or exceed monthly and annual sales targets Stay current with industry trends, carrier products, and regulatory changes Represent CSR / One Insurance Services at networking events and professional gatherings
What We Offer:
At CSR / One Insurance Services, we believe in empowering our people and rewarding performance. You'll enjoy the support of a collaborative team and a leadership group committed to your success.
Benefits include:
Competitive base salary plus commission Medical, dental, and vision insurance Company-paid life and short-term disability insurance 401(k) with matching contributions Generous PTO package including holidays and personal time Flexibility with hybrid or in-office work options A healthy work/life balance in a supportive and ambitious environment
Supplemental Pay:
Bonus /
Commission Opportunities Work Location:
In Office /
Hybrid Equal Employment Opportunity Statement:
CSR / One Insurance Services is an equal opportunity employer. We value diversity and are committed to creating an inclusive workplace for all. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other protected status as defined by applicable law. Ready to Take Your Sales Career to the Next Level? If you're driven to succeed and passionate about helping clients protect what matters most, we'd love to meet you. Apply today and join our growing team at One Insurance Services! Qualifications for
Success:
Active Florida Health and Life License (or willingness to obtain) Strong working knowledge of small group and individual health products Proven ability to meet or surpass sales goals Exceptional communication, relationship-building, and negotiation skills Ability to connect with business owners and decision-makers across diverse industries Proficiency in Microsoft Office and agency management systems (AMS360 or EPIC preferred) Highly organized, self-motivated, and able to manage time effectively
