• Obtain and/or maintain Florida 2-20 General Lines Agent License
• Complete all necessary continuing education to maintain your license in good active standing with the State of Florida
• Proactively contact and market to real estate, mortgage, and other related professionals for potential new business
• Attend local networking events, seminars, luncheons to generate new business and build your contact sphere
• Quote new business accounts through appropriate insurance carriers sites
• Gather all necessary information and documentation to process new business and renewal applications
• Provide continuing service to existing clients by processing policy changes, payments, and other customer service tasks
• Conduct annual coverage reviews to identify and cover clients’ additional risk exposures
• Contact clients to obtain and provide information when claims are made on a policy
• Participate in monthly staff meeting and share valuable, applicable information with fellow staff
• Maintain a new business policy log and/or spreadsheet to track progress towards sales goals
Licensed Agent
The Thompson Agency, Inc
2132 McGregor Blvd