Personal Lines insurance Sales Agent

Holman•Raleigh, NC

11d

About The Position

Holman is seeking a Personal Lines Insurance Sales Agent to promote Holman Insurance Services within Holman’s automotive dealership group and develop personal-lines insurance business. The agent builds relationships with dealership personnel and referral sources, follows up on introductions and prospects, and assesses household insurance needs, including automobile, home, other property, excess liability, and life insurance. The agent prepares and presents tailored quotes using a consultative, needs-based approach focused on value. The role includes generating and submitting personal-lines Property and Casualty applications to carriers, answering customer and prospect questions, and following underwriting guidelines through policy issuance. The agent works with management to meet premium, retention, and growth goals, serves as an insurance-group brand ambassador, collaborates with account representatives and service personnel, and helps provide customer service such as policy changes, billing questions, and claims assistance. The position also involves learning and using the agency management system and may include training or assisting colleagues.

Requirements

Four-year college degree or equivalent experience as determined by department management.
Property & Casualty Insurance License required.
At least one year of experience in the insurance industry.
Maintained a minimum average monthly personal-lines premium of $25,000 with at least 10 households per month.
Maintains a quality book of business with 85% retention and 1.4 policies per household.
Flexible in work schedule and adaptable as the business grows.
Highly organized, with exceptional follow-up on assigned tasks.
Self-motivated, goal-driven, and comfortable with individual accountability and teamwork.
Able to build genuine relationships with business partners and colleagues and motivate potential referral sources.
Dedicated to exceptional customer care.
Comfortable interacting by phone and in person with prospects, clients, referral sources, and business colleagues.
Excellent writing and communication skills.

Responsibilities

Engage personnel at Holman dealerships to raise awareness of Holman Insurance Services through visits, sponsored luncheons, and other marketing activities.
Develop and maintain a list of introductions and prospects from dealerships and other referral sources.
Follow up with existing retail customers, referred leads, and current insurance clients to develop cross-selling opportunities.
Contact prospects through telephone, email, correspondence, social media, or other methods to assess household personal-lines insurance needs.
Develop tailored quotes and insurance information using a consultative, needs-based approach focused on value.
Generate new business applications for personal-lines Property and Casualty insurance and submit them to carriers promptly.
Follow underwriting guidelines and pursue timely follow-up to support proper policy issuance.
Answer questions about coverage options, policy provisions, discounts, pricing, and other insurance matters.
Work with management to achieve premium, retention, and growth targets for selected lines of business.
Represent the insurance group at Holman functions and throughout the Holman organization.
Collaborate with account representatives and customer service personnel to meet growth and service objectives.
Assist with onboarding or training employees, including sharing successful ideas and processes and helping others use the business operating system.
Assist clients with policy changes, billing questions, claims inquiries, and other service needs as requested.
Maintain customer relationships and customer satisfaction.
Attend agency management system training and build proficiency through training sessions, independent study, and one-to-one office training.