Personal Lines CSRSales Agent

Personal Lines Service Representative with Sales Potential

Seeking a motivated and dynamic Personal Lines (PL) Service Representative who is eager to contribute to a team. This role offers a unique opportunity to combine service expertise with sales potential with the possibility of transitioning into a more sales-focused position within six months. The ideal candidate will have a Property & Casualty (P&C) license and a passion for delivering exceptional customer service while driving business growth.

• Base Salary: $50000 - $60000 annually (commensurate with experience and qualifications)
• Incentives:
  • 20% commission on new business and renewals
  • 50% commission on new business generated externally
  • Renewals commission up to 30%
• Competitive benefits package 401(k) paid time off professional development opportunities etc.

• Provide exceptional service to personal lines clients including quoting new and renewal business using AI quoting tools.
• Work with carriers such as Grange Auto Owners Nationwide Safeco Wayne and Western Reserve.
• Handle standard personal accounts and if applicable small business commercial accounts.
• Answer client inquiries resolve issues and ensure a seamless customer experience.
• Identify opportunities to cross-sell and upsell insurance products to meet client needs.
• Collaborate with the Operations Manager and other team members to achieve departmental goals.

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Previous experience in personal lines insurance is preferred. Familiarity with small business commercial accounts is a plus.
• Technical Skills: Proficiency in Hawksoft and AgencyZoom (or similar software) is highly desirable.
• Soft Skills:
  • Flexibility and adaptability in a dynamic work environment.
  • Strong communication and interpersonal skills.
  • Ability to balance service responsibilities with sales initiatives.
  • Proactive problem-solving and organizational abilities.
  • Team-oriented mindset with a focus on collaboration.

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