Personal Lines Sales Agent

Personal Lines Sales Agent

Job Title:

Location:

Reports to:

Department:

FLSA Status:

Job Purpose:

The Personal Lines Sales Agent is responsible for communicating with prospects to gather information, find the best insurance option, overcome objections, and close new business for the agency.

This role involves managing all sales prospects via our CRM as well as upholding our Agency Standards when issuing new policies. The ideal candidate will have a solid background in explaining and selling Personal Lines insurance coverages, demonstrating excellent communication skills, and delivering an outstanding customer experience.

Key Responsibilities:

1. Sales and Client Acquisition

• Effectively communicate with prospects to build relationships and earn trust.
• Provide prospects and clients with a professional experience.
• Prepare personalized insurance quotes, overcome objections, and close sales.
• Learn and understand the products the various insurance markets/carriers offer.
• Pursue referral opportunities.
• Manage all prospects and sales via the agency’s CRM (Salesforce).
• Utilize agency technology & sales procedures.

2. Professional and Personal Skills

• Strong verbal and written communication.
• Great listening and closing skills.
• Strong understanding of various insurance markets/carriers and their respective risk appetites.
• Proven ability to handle a high volume of sales opportunities.
• Ability to explain the differences in products and why one provides more value.
• Strong computer skills with the ability to learn and multitask within multi-rater systems.
• Willingness to prioritize tasks to meet or exceed monthly goals.
• Organized, structured, and punctual.
• Proficient with Microsoft Word, Excel, and Outlook.
• Friendly voice and pleasant tone over the phone and in person.

Qualifications:

Education & Experience

• A high school diploma required; an Associate’s or Bachelor’s degree is preferred.
• Must have 1–2 years of Personal Lines insurance sales experience, preferably at an independent brokerage
• An active Property and Casualty Broker/Agent license is needed=

Knowledge, Skills & Abilities:

• Ability to work independently and meet sales goals.
• Excellent interpersonal and relationship-building skills.
• Strong organizational and time management skills.
• Proficiency with Microsoft Office and a CRM, preferably Salesforce or Applied Epic.

Working Conditions:

• Work is primarily office-based with extended periods of computer and phone use.
• Must be able to pull or lift up to 15 pounds at times.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.