Inside Sales Representative - Personal Lines

World Insurance Associates, LLC.•Chicago, IL

83d•$55,000 - $75,000

About The Position

The Inside Sales Representative for Personal Insurance is a licensed sales professional responsible for generating new business through inbound and outbound sales activity. This individual handles client discovery, quoting (including application process), coverage consultation, and binding across home, auto, umbrella, and other personal lines products. This role is focused on capturing internal, organic opportunities sourced through current clients, client referrals, unit leaders, team members, and leadership. In addition, the Inside Sales Representative will provide sales support to key marketing programs and initiatives. The Inside Sales Representative is expected to execute a high volume of opportunities with fast response times while driving business with preferred World carriers. Ability to utilize technology associated with the role is a must.

Requirements

1-3 years of sales experience
Licensed in Property & Casualty
Confident communicator with strong phone and interpersonal skills
Comfortable with technology, rating platforms, and CRM systems
Coachable, detail-oriented, and driven by performance metrics

Responsibilities

Primarily source leads through internal organic channels such as referrals from existing clients, client advisors and unit leaders.
Manage inbound quote requests and outbound lead follow-up
Generate quotes and proposals using Xilo, comparative raters and carrier portals
Evaluate risks and align clients with the right carrier solutions
Educate stakeholders on policy features, limits, and carrier value
Bind policies and ensure smooth handoff to service team
Maintain accurate activity and client records in CRM/AMS
Collaborate with Client Advisors to optimize outcomes
Cross-sell opportunities from existing books of business
Re-engage past or inactive clients
Achieve sales goals – new business written revenue goals set on an annual basis