Personal Lines Insurance Sales Advisor

Role Overview

• Advise and deliver personal insurance products tailored to the specific needs of prospective insured
• Provide leads from non-solicited personal new business opportunities and referrals
• Conduct a single-point-of-contact process for efficiency
• Build long-lasting relationships with agency partners, company leadership, and staff
• Understand various Carrier Appetites and Carrier Websites
• Work closely with Carrier Underwriters to determine risk placement
• Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes
• Execute policy correspondence delivery per agency guidelines and procedures
• Assist with special projects as assigned by management

Requirements

• A bachelor’s degree preferred
• HS Diploma or GED is required
• More than 3 years of sales and service experience
• Personal Lines Insurance experience preferred
• Property & Casualty Broker's License required upon hire
• CPCU, CPRIA, CAPI or other P&C designation preferred
• Proficiency in MS Office suite, CRM
• EPIC preferred, MS Teams

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs