Personal Lines Sales Agent

Holman•Mount Laurel, FL

1d•Hybrid

About The Position

Holman Insurance Services is currently accepting applications for the position of Personal Lines Sales Agent. The primary responsibility is to engage key personnel at Holman auto dealerships to create and enhance awareness of Holman Insurance Services' benefits. This involves marketing activities, developing prospect lists, and following up on leads. The role requires assessing personal lines insurance needs (auto, home, property, excess liability, life), developing quotes, and presenting them in a consultative, needs-based approach focusing on value. The agent will generate new business applications for Property and Casualty insurance, ensuring timely submission to carriers, and adhere to underwriting guidelines. Responsibilities include answering questions about coverage, provisions, discounts, and pricing. The agent will work with the management team to achieve premium and retention targets, act as a brand ambassador, and interact with other account representatives and customer service personnel. Assisting with client service needs such as policy changes, billing questions, and claims inquiries is also part of the role. Every employee shares responsibility for creating a unique and positive experience for clients, prospects, and business partners.

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.
Must have a “get it done” attitude and be willing to adapt and change as the business grows.
Individuals must be highly organized and exceptional at following-up on assigned tasks.
Become acquainted with, and a robust user of, the Agency Management System.
Individuals must be goal driven, self-motivated and comfortable with individual accountability while also being collaborative and comfortable working in a team environment.
A demonstrated ability to develop genuine relationships with selected business partners and fellow team members within the insurance operation.
Candidates must be outgoing and able to inspire and motivate potential referral sources.
Dedicated to delivering exceptional customer care to all prospects and clients of the business.
Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources and business colleagues both in and outside of the Holman group of companies.
Excellent writing and communication skills.

Nice To Haves

Attending both live and recorded training sessions as well as independent study and 1-1 training in office for the Agency Management System.

Responsibilities

Engage key personnel at Holman group of auto dealerships to create and enhance awareness around the benefits of Holman Insurance Services.
Develop and maintain an active list of introductions and prospects.
Follow up on leads from dealerships and other sources of referral business.
Assess personal lines insurance needs of households, including automobile, home, other property, excess liability, and life insurance.
Develop quotes and information for clients that address their specific situation.
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.