Personal Lines Sales Executive
About The Position
The Personal Lines Sales Executive serves as a trusted advisor, helping individuals and families make informed decisions about insurance for their homes, vehicles, personal assets, and financial well-being. The role combines relationship building, consultative sales, and insurance expertise to deliver personalized solutions. The position works with clients, prospects, and carrier partners to understand exposures, assess coverage options, and develop tailored insurance programs. It supports new prospects, grows existing relationships, and identifies cross-selling opportunities to contribute to client satisfaction and agency growth.
Requirements
- At least 2 years of experience in a business development or sales role.
- At least 1 year of experience in the Property & Casualty insurance industry.
- Active Massachusetts Property & Casualty Insurance License.
- High school diploma or GED.
- Strong verbal and written communication skills.
- Proficiency with Microsoft Office Suite.
- Ability to build and maintain effective working relationships with clients, carrier partners, and colleagues.
- Authorization to work in the United States without sponsorship.
Nice To Haves
- Associate degree in Sales, Business Administration, Marketing, or a related field.
- Experience working with the Epic Agency Management System.
- Proven success generating leads through referrals, networking, and relationship-building activities.
- Experience presenting insurance proposals and consultative sales recommendations.
- Interest in contributing to a collaborative, growth-oriented insurance organization.
Responsibilities
- Generate new business opportunities through referrals, marketing initiatives, community engagement, and centers of influence.
- Consult with clients and prospects to identify risks, explain coverage options, and recommend personalized insurance solutions.
- Create insurance proposals and deliver sales presentations to drive new business growth.
- Strengthen client relationships by identifying account-rounding opportunities and connecting clients with additional products and services.
- Partner with carrier representatives to evaluate policy options and secure competitive coverage solutions.
- Maintain accurate documentation, applications, and client records in the Epic Agency Management System.
Benefits
- Multiple medical plan options, with preventive care covered at 100%.
- Free virtual medical and mental healthcare for employees and their families.
- Dedicated healthcare concierge.
- Employer-paid short-term and long-term disability coverage.
- Paid parental leave.
- Personalized PTO and separate sick leave.
- 401(k) company match.
- Dental and vision coverage.
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support.
- Company-paid holidays.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
