Personal Lines Sales Agent

Job Description

Personal Lines Sales Agent/Account Manager

Job Summary

Seeking a motivated and experienced Personal Lines Sales Agent/Account Manager to join a growing team. This role is an excellent opportunity for a professional with a strong sales mindset and expertise in personal lines insurance. The successful candidate will be responsible for managing standard personal lines accounts handling call-ins and working with warm leads. This is an in-office position offering a dynamic and collaborative work environment.

Compensation Package

• Salary Range: $65000 - $85000 (Dependent on Experience)
• Benefits: Competitive benefits package paid time off professional development opportunities etc.

Responsibilities

• Provide exceptional service to clients by managing standard personal lines accounts ranging from $1000 to $50000 in size.
• Handle incoming client inquiries and warm leads ensuring a high level of customer satisfaction.
• Quote new and renewal business leveraging your expertise to provide tailored insurance solutions.
• Utilize EPIC software to manage client accounts and ensure accurate record-keeping.
• Collaborate with team members to achieve sales targets and contribute to the overall growth of the department.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 3 years of experience in personal lines insurance and sales.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills:
  • Outgoing personality with excellent interpersonal skills.
  • Strong sales mindset and ability to identify client needs.
  • Effective communication and negotiation skills.
  • Detail-oriented with strong organizational abilities.
  • Team player with a proactive approach to problem-solving.
• Work Environment: This is a full-time in-office position.

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