The Support Specialist for Individual Health Insurance is responsible for comprehensive application processing, agent support, issue resolution, and customer service functions across health, dental, and vision products. The position manages submissions, corrections, marketplace assistance, and carrier communications while ensuring accurate documentation within Salesforce. The specialist also collaborates closely with the Individual Health Broker Manager to support administrative, compliance, and brokerengagement initiatives. 

Primary Responsibilities & Essential Functions:

Application Processing:

• Review, validate, and process incoming Individual Health product applications submitted via email, phone, fax, or electronic platforms.
• Ensure all applications meet CMS, state, and carrier compliance requirements.
• Classify and track applications by carrier, product type, and broker.

Broker Support:

• Serve as a primary point of contact for brokers needing forms, application assistance, or status updates.
• Provide carrier approved enrollment documents, instructions, and policy numbers once issued.
• Respond to broker inquiries promptly and professionally.
• Assist Brokers with information and processing of auto-draft changes, Agent of Record submissions, cancellations, Carrier Microsite set up, and other service issues. 

Support for Individual Health Broker Manager:

• Assist the Individual Health Broker Manager with administrative tasks related to broker operations.
• Support special projects, broker onboarding, communication efforts, and compliance tracking.
• Contribute to initiatives that enhance broker engagement and performance reporting.

Salesforce Data Entry & Record Management:

• Accurately enter and update member records, broker information, and application statuses in Salesforce.
• Upload documentation such as applications, SOAs, and correspondence.
• Log tasks, interactions, and policy confirmations within CRM workflows.

Skills & Abilities: 

• Strong attention to detail and accuracy in data entry and documentation.
• Ability to interpret and follow CMS and carrier guidelines.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.
• Ability to manage multiple tasks and deadlines in a fast paced environment.
• Customer service mindset with a professional and supportive approach.
• Proficiency with CRM systems (Salesforce preferred).
• Ability to work independently while collaborating effectively with remote teams.
• Being Bilingual is highly desirable (particularly Spanish)
• Expected to maintain confidentiality and adhere to HIPAA, CMS, and organizational compliance standards.

Education & Experience:

• Prior experience in insurance processing, healthcare administration, or Medicare/Individual Health enrollment is highly desirable.
• Experience working with brokers or in a support oriented operational role is a plus.
• Familiarity with CRM platforms, especially Salesforce, is preferred.

Working Conditions:

• In-Person or Hybrid work environment with required access to secure systems and communication tools.
• May require extended hours during peak enrollment periods (primarily the fall open enrollment season).

• Work efficiently with agency producers to assemble, market, and place coverage for new clients
• Help AE with Accords and supplementals
• Assists clients with coverage; uses each contact with the client as an opportunity to review the whole account
• Provides technical support to producers to benefit clients and to reach producers and the agency’s strategic business goals
• Prepares proposals and completes applications in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies
• Review current policy information with clients and make coverage recommendations.
• Process Insured policy change requests
• Follow up to ensure the accuracy of endorsements processed by the carrier.
• Underwrite, rewrite, re-quote, reinstate, and cancel existing policies on behalf of the insured
• Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
• Notate all interactions with Insureds in the agency client management system
• Process Insured payments and review billing accounts with insureds
• Maintain client files in the client management system
• Furnish clients with requests for proof of insurance (certificates of insurance, binders, policies, endorsements, ID cards, declaration pages, and evidence of commercial property forms)
• Deliver client correspondence via Email/USPS

• 5 years’ Commercial Lines experience with middle market accounts and worked in Florida or Florida accounts
• Active Florida 2-20 license
• Proficient HawkSoft insurance agency management software system and Microsoft Office Suite
• Advanced knowledge of rating procedures, coverages, and industry operations to manage, maintain, and write assigned client and prospect lists effectively.
• Ability to communicate orally and in writing with others to explain complex issues.
• Ability to receive and interpret complex information and respond appropriately.
• Thorough detail-oriented to manage multiple clients, tasks, and requests
• Ability to add, subtract, multiply, and divide whole numbers and to accurately perform simple calculations involving decimals and fractions.
• Professional, committed, and self-motivated, with the ability to focus on daily tasks
• Self-Starter
• Motivated and willing to learn
• Team Player
• Organized

Choice Insurance Agency is one of the fastest-growing companies in our industry as identified by Inc 5000. We believe that by “protecting people’s present, we secure their dreams.”  We are seeking to hire a talented Account Representative to join our team. If you are a hard-working professional, who can prioritize several projects while remaining focused on accuracy and is looking to grow with our organization, this may be the opportunity you have been looking for.

Position Description:

Your primary role as an Employee Benefits Advisor, more commonly referred to as a benefits producer, is to generate new small-to-middle market employee benefits clients and then maintain your clientele (your “book of business”). As a benefits producer, you will become an expert consultant to business owners and C-level executives, offering trusted advice and tailored, innovative, cost-effective employee benefits solutions that those businesses need to attract, motivate and retain their workforce.

You will report to Gregg Kennerly, SVP of Sales. You will be provided a proven sales process to follow, shortening the sales cycle and your learning curve. Experienced producers will be assigned and actively involved as your mentors, a huge asset for you to learn the profession and to build your clientele.

This is an expansion position. You will play a key role in Choice’s continued organic growth. Supported by hands-on leaders and the entire Choice team in a culture dedicated to team selling, you will build your own employee benefits insurance clientele (“book of business”), with the possibility of being assigned some existing clients, and having the resources to provide your business clients a comprehensive range of other important financial and risk advisory and insurance services, including personal insurance and commercial insurance. You will become an expert risk advisor using Choice’s winning consultative sales process.

Primary Responsibilities & Essential Functions:

• New business-to-business account development.
• Develop and qualify leads to drive sales opportunities through business networking, strategic relationships, cold calling, and other lead generation methods.
• Use Choice’s consultative sales process, present proposals to business owners and C-Level executives, and close new business accounts with the mentoring support of experienced colleagues.

Experience & Qualifications:

To be a strong fit for the Employee Benefits Advisor position, you have:

• Proven “hunter” B2B outside sales skills using a consultative approach, ideally to human resources directors (however, no employee benefits insurance sales experience or prior employee benefits insurance knowledge are required).
• A business network and the ability and desire to build a business clientele.
• Easy access to Choice’s Virginia Beach, VA office (more critical for your success in the early years than after).
• Bachelor’s degree (preferred).
• VA state insurance license.

Benefits (Included after 30 days*):

• Commission on top of Base Salary
• Employee Benefits (medical, dental, vision)
• 401(k) Retirement Plan *(After 60 Days)
• Employer-paid Group Life Insurance
• Paid Time off
• Paid Holidays
• Paid Bereavement
• Gym Membership Reimbursement
• Employee Referral Bonus

Salary Range: $60,000.00 - $65,000.00 per year

Benefits

Requirements

• 5 years proven experience in sales
• Virginia P&C License
• Demonstrated ability to build and maintain productive business relationships
• Strong networking skills and a passion for community engagement
• Self-motivated with a track record of meeting or exceeding sales goals
• Excellent communication, presentation, and interpersonal skills
• Commitment to high ethical standards and client-focused service
• Ability to work independently and thrive in a remote or office-based environment

Responsibilities

• Organic Lead Generation: Proactively generate new business through networking, referrals, and relationship-building with individuals and organizations in your community.
• Relationship Building: Establish and maintain strong, trust-based relationships with centers of influence to drive ongoing lead flow and account expansion opportunities.
• Sales Quota Achievement: Consistently meet and exceed monthly sales quotas by converting leads into new, profitable personal lines accounts.
• Account Rounding: Identify opportunities to expand existing accounts through cross-selling and delivering comprehensive insurance solutions to clients.
• Pipeline Management: Maintain a robust sales pipeline by actively managing prospects, tracking progress, and following up on all opportunities.
• Professional Development: Engage in ongoing sales training and mentorship to refine your skills and stay ahead of industry trends.

About Us

Choice Financial Group is one of the fastest-growing companies in our industry, as identified by Inc. 5000. We are seeking to hire a talented Commercial Producer to join our team. If you are a hard-working, detail-oriented professional, this may be the opportunity you have been looking for.

Position Description:

As an Insurance Producer, you will implement marketing strategies to develop a strong network of prospective clients. You will develop leads and contact them via phone and face-to-face to market insurance products. You will be responsible for building your book of business, servicing existing clients, and seeking opportunities to present products that enhance their insurance portfolio. 

Primary Responsibilities & Essential Functions:

• Maintain current location book of business and roll into standard markets from excess and surplus where necessary.
• Achieve new business sales goals annually.
• Cross-selling between departments.
• Generate new business leads and appointments to include networking events.
• Complete quoting process using knowledge of SC markets and technical expertise to provide a solution prospect.
• Work collaboratively with the account management team to maximize results.
• Working knowledge of Applied EPIC system to support the marketing process, including input of accurate and timely information relative to the first meeting and quoting process.
• Stay current on industry standards through continuing education and industry news.
• Use leads to establish contact and schedule appointments.
• Meet with prospective clients.
• Meet with existing clients to perform annual reviews.
• Must conduct phone prospecting, face-to-face prospecting, and social media efforts.
• Conduct a sales presentation with the intent of selling an insurance product.
• Provide claim assistance to clients.
• Solicit referrals from clients.

Experience & Qualifications:

• College degree and/or one year of experience in commercial lines or equivalent education and related training.
• Thorough knowledge of commercial insurance and marketing processes.
• Strong verbal and written interpersonal communication skills.
• Ability to work with minimum supervision.
• Sales driven
• Must be licensed in the state
• Maintain Errors & Omissions Insurance
• Ability to pass a background check.
• Meet state continuing education requirements
• Ability to utilize computer programs and understand functionality.
• Exceptional interpersonal skills.
• Friendly and professional demeanor.
• Excellent presentation skills.
• Above-average analytical skills to determine prospective client needs.
• Advanced knowledge or rating procedures, coverages, and industry operations to manage, maintain, and write assigned client and prospect lists effectively.

Benefits:

• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Paid time off
• Paid holidays
• Paid Bereavement
• Gym membership reimbursement
• Employee Referral Bonus

The Commercial Lines Insurance Account Executive is responsible for managing and growing a book of commercial insurance business by providing exceptional service, strategic guidance, and proactive account management to clients. This role partners with producers, carriers, and internal team members to ensure clients receive comprehensive coverage solutions that meet their business needs.

Key Responsibilities:

      Client Relationship Management

• Serve as the primary point of contact for assigned commercial accounts.
• Build and maintain strong, long-term relationships with clients through proactive communication and service excellence.
• Conduct regular account reviews, renewals, and coverage assessments to ensure adequate protection.

      Account Management & Service

• Manage all aspects of the client lifecycle, including policy changes, certificates of insurance, endorsements, audits, cancellations, and reinstatements.
• Prepare, market, and present renewal proposals and new business submissions.
• Respond to client inquiries in a timely and professional manner.
• Assist clients with claims reporting and follow-through, partnering with carriers as necessary.

      Underwriting & Carrier Coordination

• Evaluate client exposures and gather information needed for quoting and underwriting.
• Prepare submissions and negotiate terms, pricing, and coverage with carriers.
• Maintain strong carrier relationships to optimize placement strategies and client outcomes.

      Compliance & Documentation

• Ensure all client files are maintained in compliance with agency standards, industry regulations, and E&O protocols.
• Document all client interactions and transactions accurately in the agency management system.

      Growth & Retention

• Identify cross-selling and up-selling opportunities within existing accounts.
• Support producers in securing new business and meeting agency growth goals.
• Maintain high retention levels by delivering exceptional service and strategic insurance solutions.

Qualifications:

      Education & Experience

• High school diploma required; Bachelor's degree preferred.
• 3+ years of commercial lines insurance experience (agency or carrier), preferred.
• Active Property & Casualty license required.

      Skills & Competencies

• Strong knowledge of commercial insurance coverages, terminology, and underwriting guidelines.
• Excellent communication, client service, and relationship-building skills.
• Detail-oriented with strong organizational and time management abilities.
• Proficiency with agency management systems (e.g., Applied Epic, AMS360, Vertafore) and Microsoft Office Suite.
• Ability to manage multiple priorities and operate independently in a fast-paced environment.

Benefits:

• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Employer-paid Group Life Insurance
• Paid Time off
• Paid Holidays
• Paid Bereavement
• Gym Membership Reimbursement
• Employee Referral Bonus

Position Overview:

Join our Georgia Pines: Altamonte Springs team as a Licensed Agent.

We seek a dynamic, motivated, committed individual to join our Florida team! As our licensed agent, you will be the cornerstone of our customer care and will be responsible for directly managing our customers. Your Role will involve providing support, writing new business, managing existing relationships, offering product/service information, and resolving issues with our clients accurately and efficiently.

Job Duties:

• Knowledge of both personal and commercial lines
• Provide service for existing insurance agency customers
• Quote, sell, and bind new policies
• Actively focus on policy renewals and retention
• Service customer concerns
• Properly document and update all customer's information within our customer service database
• Engage with clients in a friendly and professional manner while actively listening to their concerns
• Mail and document management
• Other duties, as requested

The Ideal Candidate Will Have:

• Valid 2-20 Property & Casualty license
• M-F from 8:30 a.m. - 5:30 p.m.
• Be proficient in the rules and regulations related to personal lines and commercial lines insurance
• Ability to handle high-volume phone and email requests
• Excellent servicing and relationship management skills
• Demonstrate excellent communication skills, speak articulately and persuasively
• Must be a team player and dependable
• Computer skills are necessary, i.e., Word & Excel
• Possess strong drive, ambition, and goal-oriented

Benefits:

• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Paid Time off
• Paid Holidays
• Paid Bereavement
• Gym Membership Reimbursement
• Emplotee Referral Bonus

• Advise clients on appropriate personal and commercial insurance policies based on their needs and risk profile.
• Evaluate and underwrite new and renewal policies in accordance with New Jersey law and carrier guidelines.
• Ensure compliance with all applicable state regulations and agency policies.
• Generate new business opportunities through networking, referrals, and local market knowledge.
• Maintain and grow a portfolio of clients while offering professional, prompt, and courteous service.
• Assist Spanish-speaking clients with policy selection, claims processes, and general insurance education.
• Handle policy changes, endorsements, renewals, and documentation with accuracy and efficiency.
• Act as a liaison between clients and insurance carriers to facilitate effective communication and service resolution.
• Stay current with changes in state regulations, carrier products, and industry trends.

• Active New Jersey Property & Casualty Insurance License (Required)
• Minimum 3–5 years of experience in both personal lines and commercial lines insurance
• Strong understanding of New Jersey-specific insurance laws and regulations
• Fluent in English and Spanish (verbal and written)
• Excellent interpersonal, organizational, and customer service skills
• Proficiency with agency management systems and insurance quoting platforms
• Self-motivated with the ability to work independently and as part of a team
• Deep knowledge of the New Jersey insurance market, including regional risks, carrier options, and client demographics
• Experience with multiple insurance carriers and a wide variety of policy types
• Background in customer retention and upselling/cross-selling strategies
• Familiarity with CRM systems and digital communication tools

• Performance incentive pay in addition to annual compensation
• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Employer-paid Group Life Insurance
• Paid time off
• Paid holidays
• Paid Bereavement
• Gym membership reimbursement
• Employee Referral Bonus

Choice Financial Group is an industry leader specializing in delivering strategic support for the profitable growth of property and casualty, life, health, and employee benefits insurance agencies. With our firm commitment to the industry, we are expanding our market presence through targeted acquisitions and organic growth. The company’s recognition as one of the fastest-growing companies in our industry by Inc. 5000 and as one of the top 100 brokers of U.S. business by Business Insurance reflects our commitment. 

Position Overview:

The Georgia Pines Insurance Agency Jensen Beach location team has supported the surrounding communities of Jensen Beach, Florida, for over twenty years. We seek talented agents who want to join our growing team!

This sales and service position requires 90% Personal Lines and 10% Commercial Lines support. The primary objective is to promote sales of new and existing businesses. The secondary aim is to provide excellent customer service to the client, thereby generating growth for the agency. 

Primary Responsibilities & Essential Functions:

• Quote and sell policies/products
• Provide excellent customer service, understand client needs, and accurately review and modify policies
• Contact potential clients, utilizing existing client cross-sell lists, contact calls, and optimizing marketing-generated leads
• Collect information from clients on their risk profiles to offer them the proper product solution
• Retain continuous awareness of transactions, sales, and terms, and keep activity notations in compliance with agency procedures
• Properly document and update all customer information within the database
• Mail and document management
• Other duties, as requested

Experience and Additional Competencies:

• Valid 2-20 Property & Casualty General Lines License
• Must be willing to work full-time
• Be proficient in the rules and regulations related to personal lines and commercial lines insurance.
• Demonstrate skill and experience in all aspects of professionally managing an existing book of business.
• Rewrite and relationship-building expertise.
• Knowledge and use of agency management software and comparative rating software
• Ability to market new business to the community
• Team player
• Willingness and ability to be proactive beyond the reactive demands of the role
• “Can do” attitude and ability to work in a fast-paced, multi-tasking environment

Benefits:

• Performance incentive pay, in addition to annual compensation
• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Employer-paid Group Life Insurance
• Paid Time off
• Paid Holidays
• Paid Bereavement
• Gym Membership Reimbursement
• Employee Referral Bonus

Join our Georgia Pines: Vero Beach team, which has provided quality insurance to Indian River County and Florida for over 25 years.

The Licensed Commercial Insurance Agent is responsible for servicing and managing a portfolio of commercial insurance clients, providing expert advice, risk assessment, policy recommendations, and ongoing support. This role requires strong knowledge of commercial insurance products, underwriting guidelines, and carrier-specific requirements. The agent ensures clients receive the highest level of customer service while maintaining compliance with agency standards and regulatory requirements.

Key Responsibilities:

• Assess business clients' insurance needs and recommend appropriate commercial insurance products (e.g., general liability, commercial auto, workers’ compensation, property, professional liability, etc.)
• Develop and maintain strong client relationships through regular contact and timely follow-up.
• Prepare quotes, proposals, and renewal packages using carrier systems and agency management software.
• Process new business applications, endorsements, renewals, cancellations, and certificates of insurance accurately and promptly.
• Act as liaison between clients and insurance carriers to resolve underwriting, claims, and billing issues.
• Maintain detailed and accurate documentation in the agency management system.
• Stay current with product offerings, carrier guidelines, and industry trends.
• Comply with all state insurance regulations and continuing education/licensing requirements.
• Participate in cross-selling and upselling initiatives to expand coverage portfolios.
• Meet or exceed performance goals and client satisfaction metrics.

Required Qualifications:

• Active Florida Property & Casualty Insurance License
• Minimum 2 years of experience in commercial lines insurance
• Strong knowledge of commercial insurance coverages and carrier underwriting requirements
• Excellent communication, organizational, and problem-solving skills
• Proficiency with agency management systems (e.g., Applied Epic, AMS360) and quoting platforms
• High level of attention to detail and accuracy
• Ability to manage multiple priorities and work in a fast-paced environment

Preferred Qualifications:

• Experience working in an independent insurance agency environment
• Familiarity with CRM tools and digital communication platforms

Benefits:

• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Employer-paid Group Life Insurance
• Paid Time off
• Paid Holidays
• Paid Bereavement
• Gym Membership Reimbursement
• Employee Referral Bonus