JAISIN Insurance Solutions animated logo with shine moving from top left to bottom right
GET A QUOTE
JAISIN Insurance Solutions animated logo with shine moving from top left to bottom right
GET A QUOTE
JAISIN Insurance Solutions animated logo with shine moving from top left to bottom right
GET A QUOTE

Careers

We are looking for a self-motivated sales individual to focus on building commercial and personal insurance relationships primarily in Martin, Palm Beach, and surrounding counties. This individual should be able to maintain strong relationships with current clients, while staying focused on industry products/regulations. They will be expected to be individually motivated and a team player to achieve success in a remote work environment. They will also need to form strong professional relationships in their community/network, while continuing to always grow professionally.

Primary Responsibilities:

  • Prospect, develop, and secure new business.
  • Actively target prospects through telemarketing, networking, and referrals
  • Knowledge of applicable insurance products and marketplace, while continuing to grow through developmental activities.
  • Work with the office team to obtain appropriate client information and assist with the quoting process.
  • Service and continue to oversee the management of clients’ accounts throughout the policy term.
  • All other duties as assigned

Skills You Will Need:

  • Exceptional written and verbal communication skills
  • Telemarketing / Cold Calling
  • Client canvassing
  • Strong Networking Skills
  • Ability to multi-task with organizational abilities.
  • Willingness to learn and/or continue to learn about products and coverages
  • Staunch desire to grow and win

Position Possibilities:

  • Exceptional growth opportunities
  • Competitive pay based on experience/candidate
  • Benefits

Requirements:

  • Florida 2-20 insurance license or equivalent
  • 2 years or more insurance sales experience

Skills that Make You Stand Out (Not Required But A Definite Plus):

  • Experience with Applied EPIC software
  • Existing book of business
  • Industry accreditations, i.e. CPCU, CRIS, RPLU

The Commercial Lines Account Manager is a relationship and customer service driven position. Specific technical proficiency within the service and marketing responsibilities are required. The Commercial Lines Account Manager will be primarily responsible for the ongoing management of commercial clients including aiding Owners and Commercial Account Producers in business development activities and upholding the Agency’s high service standards. The Commercial Lines Account Manager meets service and sales delivery standards and performs essential functions to ensure the quality and service culture developed by the agency.

Primary Responsibilities:

  • Provides technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage & terms and quotations.
  • Schedules appointments with clients as requested by Sales Executive/Account Executive(s).
  • Occasionally accompanies Sales Executive/Account Executive on prospect and client meetings as requested by Sales Executive.
  • Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
  • Orders and issues binders, certificates, policies, endorsements and other related items; verifies accuracy; forwards them to client with appropriate correspondence.
  • Determines if direct or agency billing is appropriate and invoices accordingly.
  • Prepares summaries of insurance, schedules and proposals for word processing and/or excel as needed.
  • Processes renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures.
  • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
  • Verifies policy and policy change information, facilitating corrections when necessary. Processes incoming mail and phone requests, responding promptly and appropriately.
  • Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.
  • Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Account Executive(s).
  • Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution.
  • Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
  • Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive/Account Executive(s). Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintains a cordial, professional and effective relationship with clients, coworkers, carriers, vendors and other business contacts.
  • Keeps up with industry changes and information including new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the individual and the agency.
  • New Business / Renewals / Retention / Remarketing / Cross-Selling

Requirements:

  • Florida 2-20 insurance license or equivalent
  • 5 years or more commercial insurance management experience

Skills that Make You Stand Out (Not Required But A Definite Plus):

  • Experience with Applied EPIC software
  • Industry accreditations, i.e. CPCU, CRIS, RPLU

The Personal Lines Account Manager is a relationship and customer service driven position. Specific technical proficiency within the service and marketing responsibilities are required. The Personal Lines Account Manager will be primarily responsible for the ongoing management of personal clients including aiding Owners and Personal Account Producers in business development activities and upholding the Agency’s high service standards. The Personal Lines Account Manager meets service and sales delivery standards and performs essential functions to ensure the quality and service culture developed by the agency.

Primary Responsibilities:

  • Provides technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage & terms and quotations.
  • Schedules appointments with clients as requested by Sales Executive/Account Executive(s).
  • Occasionally accompanies Sales Executive/Account Executive on prospect and client meetings as requested by Sales Executive.
  • Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
  • Orders and issues binders, certificates, policies, endorsements and other related items; verifies accuracy; forwards them to client with appropriate correspondence.
  • Determines if direct or agency billing is appropriate and invoices accordingly.
  • Prepares summaries of insurance, schedules and proposals for word processing and/or excel as needed.
  • Processes renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures.
  • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
  • Verifies policy and policy change information, facilitating corrections when necessary. Processes incoming mail and phone requests, responding promptly and appropriately.
  • Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.
  • Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Account Executive(s).
  • Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution.
  • Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
  • Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive/Account Executive(s). Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintains a cordial, professional and effective relationship with clients, coworkers, carriers, vendors and other business contacts.
  • Keeps up with industry changes and information including new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the individual and the agency.
  • New Business / Renewals / Retention / Remarketing / Cross-Selling

Requirements:

  • Florida 2-20 insurance license or willing to take the exam
  • 5 years or more personal insurance management experience

Skills that Make You Stand Out (Not Required But A Definite Plus):

  • Experience with Applied EPIC software
  • Industry accreditations, i.e. CPCU, CRIS, RPLU

At JAISIN Insurance Solutions, we are currently seeking self-motivated, driven individuals with a passion for making a positive impact on people’s lives.

As a Customer Service and Sales Specialist (Agent) you will have the freedom to build your network of insurance clients who are looking for insurance and financial solutions.

Primary Responsibilities:

  • Contact potential clients daily to initiate conversations
  • Log attempts, conversations, appointments, and next steps in CRM daily
  • Schedule appointments and meet with potential clients
  • Make product recommendations to help clients meet their financial goals
  • Provide ongoing customer service and support to existing clients
  • Discipline yourself to be in business for yourself, but not by yourself
  • Be a structured and coachable team player who is open to sales training development and further sales/customer service education

Requirements:

  • 2 years or more experience in insurance customer service
  • A qualifying Florida insurance license

JAISIN Insurance Solutions is the leading boutique insurance agencies in South Florida, Rhode Island, and New York. Our clients value our efforts to create real connections with them and provide cost-effective solutions for their unique insurance needs.

JAISIN provides outsourced risk management solutions, insurance brokerage, and risk consultations for corporations, small business, non-profits, and high net-worth individuals. We work with each client individually to help them achieve their financial goals with the right coverage at the right price.

What can you expect when working at JAISIN?

Our team members enjoy the freedom to stretch their creative muscles in a flexible, home-based work environment. Our Producers, Account Managers, and Customer Service Representatives grow with us as a company, and there are no limits to their potential earnings. We service multiple industries of all shapes and sizes, meaning there is endless opportunity to learn and expand your book of business.

What are the benefits?

  • Competitive compensation and benefits program
  • Collaborative sales environment
  • Formal training and mentorship programs
  • Strategic sales process
  • Annual sales awards and competition
  • Entrepreneurial sales leadership team
  • Unmatched, scalable resources elevate your role with the client
  • International platforms tailored at the local level
  • Focused practice groups/industry verticals
  • A firm that is committed to core values
  • Inclusive culture
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