Position Summary
The Personal Lines Insurance Agent is primarily responsible for selling and growing personal lines business through new client development, cross-selling, quoting, and closing sales. The ideal candidate has a strong sales background, excellent communication skills, and a focus on meeting production goals. The agent will also assist with policy servicing and client needs as necessary while maintaining accuracy, professionalism, and compliance with agency and carrier guidelines.
- Active Property & Casualty Insurance License.
- High school diploma or equivalent.
- Minimum of one (1) year of personal lines insurance experience.
- Strong communication, organizational, and customer service skills.
- Proficiency with Microsoft Office and general computer applications.
- Ability to manage multiple priorities with strong attention to detail.
Preferred Qualifications
- Experience with AMS360 or another agency management system.
- Life Insurance License (preferred but not required).
Job Responsibilities
- Provide prompt, professional customer service by phone, email, and in person.
- Process policy changes, endorsements, renewals, cancellations, reinstatements, and billing inquiries.
- Explain insurance coverages and assist clients with policy questions.
- Prepare applications, obtain quotes, and gather required underwriting documentation.
- Maintain accurate client records and document all customer interactions in the agency management system.
- Process incoming correspondence and maintain electronic client files.
- Identify cross-selling opportunities and recommend additional insurance products to meet clients' needs.
- Refer sales opportunities to producers when appropriate and promote account rounding and client retention.
- Maintain required insurance licenses and complete all continuing education requirements.
- Stay current on insurance carrier products, underwriting guidelines, and agency procedures.
- Follow agency policies, carrier guidelines, and all applicable insurance laws and regulations.
- Maintain the confidentiality of client and agency information.
- Perform other duties as assigned.
Knowledge, Skills, and Abilities
- Excellent customer service and communication skills.
- Strong organizational, problem-solving, and time management abilities.
- Ability to work independently and as part of a team.
- Professional telephone etiquette and attention to detail.
Pay: $20.00 - $26.00 per hour
Expected hours: 39.0 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
License/Certification:
- Property & Casualty insurance license (Preferred)
Work Location: In person
