Personal Lines Producer

About the job Who we are. What we do. Connor & Gallagher OneSource (CGO) is a full-service Human Capital and Risk Management partner. Since 1997, we've supported organizations nationwide with insurance, employee benefits, HR, payroll, retirement, and risk management solutions. Our dedicated teams combine expertise with a hands-on service model, delivering integrated, flexible solutions that help businesses and their people thrive. In a Nutshell The Personal Lines Insurance Broker focuses on developing new business opportunities for home, auto, umbrella, and life insurance solutions while building long-term client relationships. The ideal candidate is a self-motivated sales professional who thrives on networking, referral development, and delivering a high-touch client experience. What You Will Be Doing Develop new business opportunities for personal insurance products including home, auto, umbrella, and life coverage Prospect through referrals, networking, community involvement, and outbound sales activities Build and maintain strategic relationships with mortgage lenders, real estate professionals, financial advisors, and other referral partners Collaborate with internal service teams to ensure exceptional client onboarding and ongoing service Identify cross-selling opportunities within existing clients and referral networks Manage and grow a personal book of business while maintaining strong retention and client satisfaction Maintain accurate activity and pipeline tracking within agency systems. What's in It for You Be part of a collaborative and growing organization that values innovation, client service, and professional development. Access to strong carrier relationships and competitive product offerings Competitive compensation structure including commission and incentive opportunities Unlimited PTO Benefits (Medical, Dental, Vision, STD, LTD) Life Insurance Paid Holidays 401k Hybrid work model with flexibility Qualifications Active Property & Casualty license required (Life license preferred or willingness to obtain) 3+ years of sales experience, preferably in insurance, financial services, or a relationship-driven sales environment Demonstrated success in prospecting, networking, and closing new business Professional presence and ability to represent the agency in the marketplace

Technical Skills:

Proficiency with CRM platforms, preferably HubSpot, for managing sales pipelines, tracking prospects, and maintaining client records Working knowledge of Microsoft Office Suite, including Outlook, Word, and Excel for communication, documentation, and reporting Ability to learn and utilize agency management and quoting platforms used to prepare and present insurance proposals Comfortable using digital communication tools including email, video meetings, and electronic document platforms Key Skillset High level of integrity, confidentiality, and professionalism. Strong relationship-building and networking abilities Proven sales and closing skills in a competitive environment Ability to develop and sustain referral partnerships with external business partners Strong consultative selling approach focused on understanding client needs and recommending appropriate coverage solutions Excellent verbal and written communication skills High level of self-motivation, persistence, and accountability Strong time management and organizational skills to manage prospecting, client meetings, and follow-up activities Ability to work collaboratively with internal teams while independently driving new business growth