Insurance Sales Agent, Personal Lines
Job Description:
• Identify, qualify, and convert new personal lines sales opportunities through inbound and outbound efforts
• Engage with prospective clients to assess insurance needs and recommend appropriate coverage solutions
• Conduct consultative sales conversations and present quotes, proposals, and coverage recommendations
• Follow up on leads, referrals, and opportunities to drive conversion and close business
• Develop and maintain relationships with prospects, clients, and referral partners (e.g., realtors, loan officers, builders)
• Perform policy reviews and identify opportunities to increase coverage and round accounts
• Cross-sell additional lines of business to expand client relationships
• Prepare and process quotes, applications, endorsements, and related documentation
• Maintain accurate and timely documentation of all sales activity within CRM and agency systems
• Monitor and manage individual pipeline to ensure consistent sales activity and goal attainment
• Collaborate with SDRs, service teams, and leadership to support client needs and business objectives
• Stay current on insurance products, carrier guidelines, and market conditions
• Maintain consistent outbound activity to build and sustain a pipeline of new business opportunities
Requirements:
• Associate’s or Bachelor’s degree in Business, Sales, or a related field preferred
• 1–3 years of experience in personal lines insurance sales or a related sales role
• Experience working in an independent agency environment preferred; experience in a captive agency environment will also be considered
• Proven ability to generate and convert leads into new business
• Experience working in a quota-driven or performance-based sales environment
• Experience using CRM systems and sales tools preferred
• An active and valid Property and Casualty (P&C) License is required; Texas license preferred
• Life and Health License is a plus
• Must maintain all required licenses in good standing, including completion of continuing education requirements.
Benefits:
• Competitive Compensation
• Comprehensive Benefits
• Medical, dental, and vision coverage
• Retirement Planning
• 401(k) with company contributions up to 4%
• Paid Time Off
• Generous PTO and 12 paid holidays
• Professional Development
• Access to our In-house Corporate Trainer
• Collaborative Culture
• Community Engagement
• 16 hours of additional paid volunteer time annually
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• Identify, qualify, and convert new personal lines sales opportunities through inbound and outbound efforts
• Engage with prospective clients to assess insurance needs and recommend appropriate coverage solutions
• Conduct consultative sales conversations and present quotes, proposals, and coverage recommendations
• Follow up on leads, referrals, and opportunities to drive conversion and close business
• Develop and maintain relationships with prospects, clients, and referral partners (e.g., realtors, loan officers, builders)
• Perform policy reviews and identify opportunities to increase coverage and round accounts
• Cross-sell additional lines of business to expand client relationships
• Prepare and process quotes, applications, endorsements, and related documentation
• Maintain accurate and timely documentation of all sales activity within CRM and agency systems
• Monitor and manage individual pipeline to ensure consistent sales activity and goal attainment
• Collaborate with SDRs, service teams, and leadership to support client needs and business objectives
• Stay current on insurance products, carrier guidelines, and market conditions
• Maintain consistent outbound activity to build and sustain a pipeline of new business opportunities
Requirements:
• Associate’s or Bachelor’s degree in Business, Sales, or a related field preferred
• 1–3 years of experience in personal lines insurance sales or a related sales role
• Experience working in an independent agency environment preferred; experience in a captive agency environment will also be considered
• Proven ability to generate and convert leads into new business
• Experience working in a quota-driven or performance-based sales environment
• Experience using CRM systems and sales tools preferred
• An active and valid Property and Casualty (P&C) License is required; Texas license preferred
• Life and Health License is a plus
• Must maintain all required licenses in good standing, including completion of continuing education requirements.
Benefits:
• Competitive Compensation
• Comprehensive Benefits
• Medical, dental, and vision coverage
• Retirement Planning
• 401(k) with company contributions up to 4%
• Paid Time Off
• Generous PTO and 12 paid holidays
• Professional Development
• Access to our In-house Corporate Trainer
• Collaborative Culture
• Community Engagement
• 16 hours of additional paid volunteer time annually
Apply tot his job
Apply To this Job