Personal Lines Sales Consultant
About The Position
Expect your typical day as a Personal Lines Sales Consultant to be focused on the following initiatives: New Business: Expand personal insurance book of business through prospecting, outreach, and quarterly networking events. Meet or exceed new business goals with a self-motivated, results-driven approach. Networking: Engage with community and professional organizations to expand visibility and referral opportunities. Represent our organization with professionalism and enthusiasm. Relationship Management: Serve as the primary point-of-contact for assigned clients, delivering concierge-level service. Educate clients on policy features, coverage options, and renewal strategies. Conduct annual stewardship meetings and maintain upkeep of client correspondence and documentation in agency management system
Requirements
- Bachelor’s Degree preferred
- Property & Casualty license required
- 3+ years managing a personal insurance book of business
- 2+ years of successful sales experience, preferably within the insurance industry
- Extensive knowledge of personal insurance underwriting and claims
- Understanding of tax and legal implications of Personal Lines products
- Proficient in Microsoft Office (Word, PowerPoint, Excel); Epic or Applied Solutions exposure preferred
Responsibilities
- Achieve new business goals through prospecting and networking
- Expand personal insurance book of business
- Manage renewal process
- Deliver concierge-level client service
- Expand personal insurance book of business through prospecting, outreach, and quarterly networking events
- Meet or exceed new business goals with a self-motivated, results-driven approach
- Engage with community and professional organizations to expand visibility and referral opportunities
- Represent our organization with professionalism and enthusiasm
- Serve as the primary point-of-contact for assigned clients, delivering concierge-level service
- Educate clients on policy features, coverage options, and renewal strategies
- Conduct annual stewardship meetings and maintain upkeep of client correspondence and documentation in agency management system
Benefits
- Competitive & guaranteed base salary + bonus & commission opportunities
- Comprehensive benefits
- Sizable time-off allotment
- 4% 401(k) company match
- Tuition reimbursement
- Student loan relief
- Flexible work schedules
- Paid holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
