Personal Insurance Agent

Personal Insurance Agent

Job Summary

Seeking a dedicated and experienced Personal Insurance Agent to join a team. This role is an excellent opportunity for a motivated individual to contribute to a dynamic and disciplined team environment. The ideal candidate will have a strong background in personal lines servicing and a passion for delivering exceptional customer service.

Compensation Package

• Salary: Up to $70,000 annually, based on experience.
• Bonus Potential: Up to $700 per month based on performance.
• Benefits: Comprehensive medical, dental, and vision coverage.
• Growth Opportunities: Opportunity to learn and grow within the agency.

Responsibilities

• Provide exceptional service to personal insurance clients, with a focus on renewals, endorsements, and standard servicing tasks.
• Handle 80% service-related tasks and 20% inbound sales.
• Manage and process personal lines accounts, including smaller accounts and delegated tasks based on experience.
• Conduct quoting for new and renewal business as needed.
• Collaborate with team members to ensure client satisfaction and operational efficiency.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: 3-5+ years of experience in personal lines servicing preferred.
• Software: Familiarity with Applied Epic is a plus but not required.
• Skills:
  • Strong discipline and organizational skills.
  • Ability to learn and adapt quickly.
  • Team-oriented mindset with excellent communication skills.
  • Proven track record of delivering high-quality customer service.

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