Client Relationship & Inside Sales Insurance Specialist

We are looking for a driven Client Relationship & Inside Sales Insurance Specialist to join our expanding insurance office near Golden Gate, FL. This full-time, on-site position focuses on maintaining strong client relationships while supporting new business development across personal and commercial insurance lines. The role requires someone who enjoys working directly with policyholders, solving coverage challenges, and contributing to steady agency growth throughout the Golden Gate, FL market.

The successful candidate will manage existing accounts while actively pursuing sales opportunities through inbound follow-ups and outbound outreach. You will assist clients with renewals, policy updates, and coverage reviews while helping identify additional protection options that align with their needs. This position supports operational excellence and customer satisfaction for our clients in Golden Gate, FL.

In this agency role based near Golden Gate, FL, you will act as a trusted advisor to a portfolio of insurance clients. Daily work includes handling service requests, supporting underwriting processes, and assisting with policy administration tasks. The office promotes collaboration, professional development, and long-term career stability for professionals serving the Golden Gate community.

Core Responsibilities

• Serve as the main contact for client service inquiries, billing questions, and coverage modification requests in Golden Gate, FL.
• Support business development by responding to inbound prospects and conducting targeted outbound follow-ups within the Golden Gate area.
• Prepare insurance quotations, complete applications, and manage endorsements and policy updates accurately.
• Conduct renewal analysis, market coverage options, and help maintain high retention levels across accounts in Golden Gate, FL.
• Maintain organized client files, activity notes, and documentation within the agency management system.
• Assist with carrier communication, underwriting submissions, and claim-related coordination.
• Work with team members to improve workflow efficiency and support marketing or sales initiatives serving Golden Gate, FL clients.

• Prior experience in insurance account management, customer service, or inside sales within an agency setting.
• Preference for active Florida 2-20 or 4-40 insurance licensure, or willingness to obtain the required license.
• Understanding of personal and commercial insurance products, coverage structures, and carrier guidelines.
• Strong interpersonal communication and client relationship development skills.
• Detail-focused professional with the ability to manage multiple accounts and deadlines.
• Comfortable using agency management software and maintaining accurate client records.

• Paid time off and recognized company holidays.
• Opportunities for professional training and career progression.
• Team-focused office culture promoting long-term success in Golden Gate, FL.
• Stable employment opportunity within a growing agency serving Golden Gate and surrounding communities.
  

This position is ideal for a customer-oriented insurance professional who wants to combine account servicing with sales support in Golden Gate, FL while helping expand client relationships across the region.

Apply directly to be considered for immediate review.