We are seeking a motivated Sales Specialist - Personal Lines to support the growth of our agency by helping customers protect what matters most. In this role, you will build relationships with prospects and customers, identify insurance needs, recommend personal lines products, and deliver excellent customer service throughout the sales process.
Key Responsibilities:
Generate new business opportunities through inbound and outbound sales activities Build and maintain strong relationships with prospects, customers, and referral sources Conduct needs-based conversations to recommend appropriate personal lines insurance solutions Quote, explain, and sell personal lines products, including auto, home, renters, umbrella, and other related coverages Follow up on leads, cross-sell opportunities, and policy renewals Assist customers with policy questions, coverage reviews, and account updates Maintain accurate customer records and activity notes in agency systems Support agency sales goals, retention efforts, and customer experience standards Stay current on products, underwriting guidelines, and compliance requirements
Qualifications:
High school diploma or equivalent required; associate's or bachelor's degree preferred Previous sales, insurance, customer service, or relationship-building experience preferred Strong communication, interpersonal, and problem-solving skills Ability to build trust and explain coverage options clearly Organized, detail-oriented, and comfortable working in a fast-paced environment Proficiency with agency technology and CRM systems preferred Active Property & Casualty license preferred or ability to obtain within required timeframe
Preferred Skills:
Personal lines insurance knowledge Consultative selling experience Ability to meet sales goals and performance expectations Strong follow-up and closing skills Team-oriented mindset with a customer-first approach
Job Types:
Full-time, Part-time Pay:
$43,478.00 - $61,157.00 per year
Benefits:
Flexible schedule Paid time off Paid training Tuition reimbursement Work from home