Personal Lines Specialist

The Jonus Group•San Antonio, TX

1d•Onsite

About The Position

Seeking a motivated and results-driven Personal Lines Insurance Specialist to join a team at one of the fastest-growing insurance companies in the nation. This role combines account management and sales responsibilities, with a focus on generating new business. The specialist will manage a book of business, handle accounts from start to finish, and leverage both inbound leads and self-generated leads.

Requirements

Active Texas Property & Casualty (P&C) license is required.
Minimum of 1 year of strong experience in an independent or captive insurance agency.
Proven ability to generate leads, network, and build relationships with outside sales partners.
Strong sales acumen with a focus on achieving and exceeding targets.
Excellent communication, organizational, and customer service skills.
Ability to work independently and as part of a team in a fast-paced environment.

Nice To Haves

Proficiency in using Applied and EZLynx software is preferred.

Responsibilities

Manage a book of business valued at approximately $1.8 million, with account sizes ranging from $2,500 to $10,000 in average premiums.
Combine account management and sales responsibilities, with a focus on generating new business.
Achieve a monthly sales target of $30,000 in new business by month 4 or 5.
Handle accounts from A-Z, including quoting new and renewal business.
Leverage 50% inbound leads and generate 50% of your own leads through networking, referrals, and cross-selling opportunities.
Build and maintain strong relationships with clients, ensuring excellent customer service and satisfaction.
Utilize Applied and EZLynx software for account management and quoting.