Personal Lines Insurance Agent

Holman•Maple Shade, NJ

1d•Hybrid

About The Position

Holman Insurance Services is seeking a Personal Lines Sales Agent to engage key personnel at Holman group auto dealerships to create and enhance awareness around the benefits of Holman Insurance Services. This role involves developing and maintaining a list of prospects, following up on leads, and cross-selling to existing insurance clients. The agent will contact introductions via various methods to assess household insurance needs, including automobile, home, property, excess liability, and life insurance. Responsibilities include developing quotes and information for clients, focusing on value over price, generating new business applications for Property and Casualty insurance, and ensuring timely submission to carriers. The agent will also field questions regarding coverage options, policy provisions, discounts, and pricing, and work closely with the management team to achieve premium and retention targets. Additionally, the role requires acting as a brand ambassador, interacting with other account representatives and customer service personnel, and assisting with client service needs such as policy changes, billing questions, and claims inquiries.

Requirements

Four-year college degree or demonstrated equivalent experience.
Property & Casualty Insurance License
Minimum of one-year experience in insurance industry
Has maintained a $25,000 minimum monthly average premium in personal lines with at least 10 households/month
Maintains a quality book of business – 85% retention and 1.4 policies per household
Flexibility in work schedule, including some evening and Saturday hours.
Ability to travel within the local NJ and PA markets for meetings, prospecting calls and network development.
Adaptability and a “get it done” attitude.
Highly organized and exceptional at following-up on assigned tasks.
Focused on learning and personal growth.
Become acquainted with, and a robust user of, the Agency Management System.
Goal driven, self-motivated and comfortable with individual accountability.
Collaborative and comfortable working in a team environment.
Demonstrated ability to develop genuine relationships with selected business partners and fellow team members.
Outgoing and able to inspire and motivate potential referral sources.
Dedicated to delivering exceptional customer care to all prospects and clients.
Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues.
Excellent writing and communication skills.

Responsibilities

Engage key personnel at Holman group auto dealerships to create and enhance awareness around the benefits of Holman Insurance Services.
Develop and maintain an active list of introductions and prospects.
Contact introductions using a variety of methods to assess personal lines insurance needs of households.
Develop quotes and information for clients that will specifically address their situation, focusing on value versus price.
Generate new business applications for personal lines Property and Casualty insurance ensuring timely submission to carriers.
Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts and pricing.
Work closely with management team to help achieve premium and retention targets for all lines of selected business.
Act as a brand ambassador for the insurance group at all Holman functions and across the Holman organization.
Interact with other Account Representatives and customer service personnel as needed.
Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested.