Heidrick & Co. Insurance is a locally owned, independent P&C agency with offices in Sanibel and Fort Myers. Although this position is open due to a staff change, our agency of 18 dedicated professionals is growing. Advancement opportunities are available for candidates seeking a long-term career.

We are seeking a full-time, local employee who will split time between our Sanibel and Fort Myers offices. Upon successful completion of the training program, an option to work from home on scheduled days may be available.

If you enjoy building long-term client relationships that result in high retention and referrals, this role is an excellent fit for you!

Salary Range: $36,000.00 - $55,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Hands on Training

Career Growth Opportunities

Sanibel Causeway Tolls

Retirement Plan

• Minimum 3-5 years experience in a busy, retail agency.

• Florida 2-20 General Lines agent license required. A 4-40 license may be considered with a committment to obtain a 2-20.

• Experience with Vertafore AMS360 ideal, but experience with any agency management or CRM system considered.

• Strong working knowledge of ACORD applications and carrier supplementals.

• Excellent organizational and time management skills.

• Proficiency with Microsoft Office products, particularly Teams, Word, Outlook and Excel.

Key responsibilities include renewal reviews, remarketing efforts, account rounding and policy service for a growing commercial book of business. Individual will prepare ACORD applications/submissions, update policy details in the agency management system, create invoices, set up premium finance agreements and assist with billing and much more.

Are you...

...a self-starter who embraces new challenges, seeks to deepen your knowledge of Florida insurance and has a genuine passion for helping clients through education and informed coverage choices?

...an organized planner who understands the critical role of accurate documentation and adheres to company policies and processes without exception?

...an adapble professional capable of working effectively as part of a team or independently, with a strong sense of accountability and adaptability?

...a prompt and reliable communicator who prioritizes timely responses to client needs?

...a problem-solver who doesn't hide behind email and picks up the phone to drive results?

...a supporter willing to go beyond your role to assist other team members when urgency arises?

• If you answered YES to the questions above, we would love to hear from you!

Founded in 2009, Heidrick & Co. Insurance is a locally owned, independent insurance agency with offices in Sanibel and Fort Myers. We are a busy, thriving agency with a staff of 18 professionals.

At Heidrick & Co., our goal is not to sell insurance policies, but rather to facillitate informed purchasing decisions through informed purchasing decisions through education and simplification, while developing long-term client relationships.

• Competitive Compensation
• Outstanding Benefits
• Fun (albeit busy) Work Environment
• Advancement Opportunities