Job Summary
The Assistant Insurance Producer is part of the sales team and focuses on building relationships with new clients while expanding insurance services for existing personal and business customers
Primary Responsibilities & Essential Functions
- Provide administrative support to the Insurance Producer on a day-to-day basis.
- Build relationships with new customers and referral partners throughout the real estate market.
- Collect new account information and enter it into our Agency Management System.
- Complete insurance applications, prepare proposals etc. and manage customer files.
- Follow up with clients and insurance companies on proposal and quotes and provide additional information where needed.
- Be prepared to take many requests throughout the workday and be able to follow directions very closely with minimal supervision.
- Post close follow up with customers and insurance companies.
- Receive calls from clients, and process customer service requests.
- Provides service to clients according to their needs, with a focus on retention
- Participates in team sales situations with other producers and support personnel
- Applies industry technologies to new sales, additional sales to existing clients and account service
- Develops and maintains interdivision/intercompany relationships consistent with our corporate culture
Education and Experience
- Bachelor’s degree with 1+ years of experience preferred
- Appropriate insurance licensing preferred
Knowledge, Skills, Abilities
- Professional designation preferred, including CEBS, CPCU, CIC, or ARM
Physical Demands
- Ability to operate normal office equipment
- Extensive use of computer
- Ability to operate a motor vehicle
- Ability to sit for extended periods of time
- Ability to lift up to 15 lbs
Working Conditions
- Normal office environment, with occasional travel to other office locations
The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all duties and responsibilities. The St. Joe Company/St. Joe Resort Operations reserves the right to amend and change responsibilities to meet business and organizational needs.
Skills Required
- Bachelor's degree
- 1+ years of related experience
- Appropriate insurance licensing
- Professional designation (CEBS, CPCU, CIC, or ARM)
- Ability to operate normal office equipment
- Extensive computer use / proficiency
- Ability to operate a motor vehicle
- Ability to sit for extended periods
- Ability to lift up to 15 lbs
What We Do
The St. Joe Company is a Florida-based real estate development, asset management, and operating company. It focuses primarily on Northwest Florida, owning significant land holdings and land-use entitlements. The company develops resort and residential communities, manages timber operations, and owns various commercial, resort, and club properties, striving to create long-term value through strategic regional growth and development.
