Personal Insurance Sales Specialist
About The Position
The Allen Thomas Group is a growing independent insurance agency committed to delivering a modern, transparent, and client-focused experience. We leverage cutting-edge technology and a proven lead generation system to help our team close more business — with no cold calling required. We are looking for a driven Personal Lines Sales Specialist to join our team and help individuals and families find the right coverage. About Our Agency As an independent agency, we are not captive to any single carrier — we advocate for our clients by shopping a broad market of top-rated personal lines carriers to find the best combination of coverage, price, and service. Our team is our greatest asset, and we foster a collaborative, performance-driven culture where your success is our success. Role Overview The Personal Lines Sales Specialist is responsible for converting inbound leads into bound personal lines policies — including auto, home, umbrella, and related products. You will manage your own pipeline, respond quickly to new opportunities, and deliver a consultative experience that sets our agency apart. This role is commission-based with uncapped earning potential and strong agency support.
Requirements
- Active Property & Casualty insurance license.
- Minimum 2+ years of experience in personal lines insurance sales.
- Proven track record of meeting or exceeding sales targets in a performance-driven environment.
- Strong communication, interpersonal, and consultative sales skills.
- Proficiency with CRM systems, comparative raters, and sales technology.
Nice To Haves
- Experience at an independent insurance agency.
- Experience working with luxury and high net worth individuals (Home and Auto)
- Familiarity with personal lines carriers and underwriting guidelines.
- Insurance designations (CISR, CPCU, CIC) are a plus.
- Knowledge of Applied Epic
Responsibilities
- Respond promptly to inbound personal lines leads generated through agency marketing channels.
- Qualify prospects and identify the right coverage options across auto, home, umbrella, and specialty lines.
- Present quotes from multiple carriers in a clear, consultative manner.
- Follow up persistently to move prospects through the pipeline and close new business.
- Meet or exceed monthly production targets for new business written premium.
- Deliver an exceptional client experience from first contact through policy issuance.
- Educate clients on their coverage options and the advantages of working with an independent agency.
- Build a referral pipeline by delivering consistently outstanding service.
- Maintain accurate, up-to-date records in the agency CRM system.
- Leverage comparative raters and quoting tools to generate competitive proposals efficiently.
- Track activity, follow-up tasks, and pipeline metrics to maximize conversion rates.
Benefits
- Comprehensive benefits package including health, dental, and vision
- IRA retirement plan
- Ongoing training, development, and licensing support
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
