Personal Lines Sales Agent
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Job Location:
Chatham, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description
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: $40000 - $55000 (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).
- 13 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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Required Experience:
Unclear Seniority
Key Skills
- Customer Service
- Data Networking
- Horticulture
- Fashion Designing
- Guest Services
- ACCA
About Company
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