Personal Lines Sales Agent

ALKEME Insurance • Frisco, TX

8d • Onsite

About The Position

The Personal Lines Sales Agent is responsible for communicating with prospects to gather information, find the best insurance option, overcome objections, and close new business for the agency. This role involves managing all sales prospects via our CRM as well as upholding our Agency Standards when issuing new policies. The ideal candidate will have a solid background in explaining and selling Personal Lines insurance coverages, demonstrating excellent communication skills, and delivering an outstanding customer experience.

Requirements

• A high school diploma required; an Associate’s or Bachelor’s degree is preferred.
• Must have 1–2 years of Personal Lines insurance sales experience, preferably at an independent brokerage
• An active Property and Casualty Broker/Agent license is needed
• Ability to work independently and meet sales goals.
• Excellent interpersonal and relationship-building skills.
• Strong organizational and time management skills.
• Proficiency with Microsoft Office and a CRM, preferably Salesforce or Applied Epic.

Nice To Haves

• An Associate’s or Bachelor’s degree is preferred.
• preferably at an independent brokerage

Responsibilities

• Effectively communicate with prospects to build relationships and earn trust.
• Provide prospects and clients with a professional experience.
• Prepare personalized insurance quotes, overcome objections, and close sales.
• Learn and understand the products the various insurance markets/carriers offer.
• Pursue referral opportunities.
• Manage all prospects and sales via the agency’s CRM (Salesforce).
• Utilize agency technology & sales procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED