Personal Lines Agent
About The Position
Seeking a motivated and experienced Personal Lines Agent to join an established and growing insurance agency. This role is pivotal in managing and expanding a book of business, focusing on home, auto, umbrella, standard personal lines, and high-net-worth accounts. The ideal candidate will thrive in a collaborative and competitive environment, possess excellent communication skills, and have a proven track record in sales and client relationship management. This is an in-office position located in Palm Beach, offering a unique opportunity to be part of a dynamic and supportive team.
Requirements
- Active 2-20 or 20-44 license is required.
- Minimum of 2 years of experience in a similar role, preferably within an independent agency.
- Proficiency in Agency Zoom and Nowcerts software.
- Strong communication skills, ability to build rapport, polished professionalism, goal-oriented mindset, and a collaborative attitude.
- High school diploma or equivalent required
Nice To Haves
- Experience with Brightway or Goosehead is a plus.
- Additional certifications or training in insurance is a plus.
Responsibilities
- Achieve monthly sales targets by closing 30-40 policies per month.
- Manage and renew 200-250 policies monthly.
- Handle inbound leads and build relationships with referral sources to drive business growth.
- Provide exceptional customer service to clients, ensuring their insurance needs are met.
- Quote new and renewal business using Agency Zoom and Nowcerts software.
- Collaborate with the team to maintain a positive and productive work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
