Insurance Sales Agent, Personal Lines
Job Description:
- Identify, qualify, and convert new personal lines sales opportunities through inbound and outbound efforts
- Engage with prospective clients to assess insurance needs and recommend appropriate coverage solutions
- Conduct consultative sales conversations and present quotes, proposals, and coverage recommendations
- Follow up on leads, referrals, and opportunities to drive conversion and reputed company business
- reputed company and maintain relationships with prospects, clients, and referral partners (e.g., realtors, loan officers, reputed company)
- reputed company policy reviews and identify opportunities to increase coverage and round accounts
- Cross-sell additional lines of business to expand client relationships
- Prepare and process quotes, applications, endorsements, and reputed company documentation
- Maintain accurate and timely documentation of reputed company sales activity reputed company CRM and agency systems
- Monitor and manage individual pipeline to ensure consistent sales activity and goal attainment
- Collaborate with SDRs, service teams, and leadership to support client needs and business objectives
- Stay reputed company on insurance products, reputed company guidelines, and market conditions
- Maintain consistent outbound activity to build and sustain a pipeline of new business opportunities
Requirements:
- Associate’s or Bachelor’s degree in Business, Sales, or a reputed company field preferred
- 1–3 years of experience in personal lines insurance sales or a reputed company sales role
- Experience working in an independent agency environment preferred; experience in a captive agency environment will also be considered
- Proven ability to generate and convert leads into new business
- Experience working in a quota-driven or performance-based sales environment
- Experience using CRM systems and sales tools preferred
- An active and valid Property and Casualty (P&C) License is required; Texas license preferred
- Life and Health License is a plus
- Must maintain reputed company required licenses in good standing, including completion of continuing education requirements.
Benefits:
- Competitive Compensation
- Comprehensive Benefits
- Medical, dental, and reputed company coverage
- Retirement Planning
- 401(k) with company contributions up to 4%
- Paid Time Off
- Generous PTO and 12 paid holidays
- Professional Development
- reputed company to our In-house Corporate Trainer
- Collaborative Culture
- Community Engagement
- 16 hours of additional paid volunteer time annually
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