New Business Specialist - Personal Lines

*PLEASE NOTE: This is a hybrid position that will require up to 3 days/week in our Vero Beach, FL office.

We are seeking a driven and detail-oriented New Business Specialist (NBS) to join our Personal Lines team. This is a salaried, production-focused role responsible for quoting, presenting, and binding new business while delivering a high-touch client experience.

The New Business Specialist will work primarily from inbound and internally generated leads, with a strong focus on cross-selling and rounding out accounts. This role also supports internal producers by quoting business and assisting in the placement of new accounts.

Your Impact:
Sales & Lead Management

• Work assigned inbound leads and office-generated opportunities
• Quote, present, and bind new personal lines business
• Identify coverage gaps and proactively cross-sell additional lines
• Maintain consistent follow-up and pipeline activity

Quoting & Producer Support

• Quote new business opportunities for both direct clients and internal producers
• Shop multiple carriers to ensure best placement and coverage
• Meet expected quote turnaround times (typically 24–72 hours)

Systems & Workflow Execution

• Manage leads, pipeline, and activity in Salesforce
• Utilize QuoteRush for comparative quoting
• Maintain accurate documentation in AMS360 and WorkSmart in accordance with agency SOPs

Underwriting & Carrier Knowledge

• Apply and follow all carrier underwriting guidelines across Florida markets
• Accurately assess risk and ensure proper documentation prior to binding
• Stay up to date on carrier appetite, guidelines, and product offerings

Account Rounding & Growth

• Actively cross-sell and round out household accounts
• Support agency growth initiatives through coverage expansion and retention strategies
  

Successful Candidates Will Have:

• Active Florida 2-20 or 4-40 license (required)
• Experience quoting and binding personal lines insurance (Home, Auto, etc.)
• Strong understanding (or willingness to learn) Florida carrier underwriting guidelines
• Experience with Salesforce and QuoteRush preferred
• Highly organized with strong attention to detail
• Ability to work in a fast-paced, high-volume environment
• Strong communication and follow-up skills

Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies, part of the Brown & Brown team, by visiting https://us.bbrown.com/careers/.

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Originally posted on Himalayas