At a glanceSummarised by Seekless from the posting.
Must have7
Minimum of 5 years of personal lines P&C sales experience in a client-facing role
Must have a current P&C insurance license
Experience with EPIC software
Ability to multi-task and work in a fast paced role
Organized and proactive
Strong professionalism and ethical standards
Consistent follow through on deadlines meetings and client commitments
Nice to have1
Experience with High Net Worth clientele a plus
Skills
EPIC
Benefits
Health insurance
Dental insurance
Vision insurance
Retirement plan
401(k)
Paid time off
About Our Client
Our client is a well-established independent insurance agency based out of Oxford, CT, and serving clients across the USA. With a strong reputation for performance and client service excellence, the agency offers both personal and commercial insurance solutions. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built.
Role Overview
We are seeking a highly motivated Personal Lines professional to join our growing team. In the Inside Sales role, you will have ownership of all inbound new business opportunities for the Personal Lines department. The ideal candidate has strong expertise in Personal Lines & High Net Worth clientele, takes pride in finding solutions, is organized, can handle multiple leads and opportunities at one time, and strives to be the reason a client trusts this agency with their insurance needs.
Responsibilities
Your key responsibilities may include:
•
Working inbound leads through the sales process, from intake call through binding their business
•
Working referrals from existing clients and other producers
•
Building and maintaining strong relationships with clients, ensuring customer satisfaction and repeat business
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Following up consistently and professionally with prospects
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Analyzing customer needs and recommend appropriate products or services
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Utilizing the agency’s CRM and automation tools to manage opportunities efficiently
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Staying current on DOI regulations and agency compliance requirements
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Learning proven sales processes that improve close ratios and long-term retention
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Quoting & marketing new business
Requirements
•
Minimum of 5 years of personal lines P&C sales experience in a client-facing role
•
Must have a current P&C insurance license
•
Experience with EPIC software
•
Experience with High Net Worth clientele a plus
•
Ability to multi-task and work in a fast paced role
•
Organized and proactive
•
Strong professionalism and ethical standards
•
Consistent follow through on deadlines meetings and client commitments
Benefits
•
Estimated first year total compensation $70,000 - $85,000
•
Base Salary starting at $60,000+ depending on experience