Personal Lines Sales Agent

Personal Lines Sales Agent

Job Summary

Seeking a motivated and professional Personal Lines Sales Agent to join a growing team. This role is ideal for a driven individual with a passion for providing exceptional customer service and a consultative approach to sales. As a Personal Lines Sales Agent, you will play a key role in converting inbound leads, generating new business, and building strong relationships with clients. This is a hybrid position, requiring occasional in-office presence.

Compensation Package

• Base Salary: $40,000 - $55,000 (commensurate with experience)
• Commissions: Competitive commission structure
• Comprehensive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Convert inbound leads and generate new business through outbound outreach and networking.
• Utilize a consultative sales approach to identify client needs and recommend appropriate insurance coverage.
• Prepare quotes, proposals, and presentations for personal insurance products, including home, auto, umbrella, and more.
• Collaborate with underwriters and the Personal Lines Manager to ensure proper account placement.
• Attend local networking events, chamber of commerce meetings, and community activities to build relationships and identify new business opportunities (may include events outside normal business hours).
• Maintain detailed and accurate records in Applied Epic and related systems.
• Participate in departmental meetings and contribute to sales initiatives.

Qualifications/Requirements

• Current Property & Casualty license (or ability to obtain within 60 days).
• 1–3 years of experience in personal lines or a related sales role.
• Proficiency with Microsoft Office (Word, Excel, Outlook), Applied Epic, and comparative rater systems.
• Strong written and verbal communication skills.
• Professional, driven, and goal-oriented mindset.
• Highly organized with the ability to multitask and maintain attention to detail.
• Adaptable and confident in managing both inbound and outbound sales opportunities.

Desired Soft Skills

• Family-oriented and team player.
• Friendly and approachable demeanor.
• Self-motivated and proactive.
• Strong interpersonal skills and ability to build relationships.

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