Develop leads and prospects through marketing efforts, centers of influence, and referral opportunities.
Identify, educate, and assist insureds regarding exposures, coverages, and exclusions.
Prequalify insurance prospects for insurability and quality of risk.
Create insurance proposals and make sales presentations to prospective and existing clients on new business.
Refer clients to other departments for products in commercial lines and financial services.
Complete and submit applications and related documentation to appropriate insurance markets.
Consult with prospects on proper insurance coverages and if a group account, advise of program benefits.
Handle all non-Producer generated new business sales in a timely and accurate manner.
Educate clients concerning agency payment expectations and cancellation procedures.
Prepare and deliver binders to insureds.
Maintain Epic Agency Management system files accurately in accordance with agency guidelines.

2+ years of experience in a business development/sales function
Minimum of 1 year of experience in the Property and Casualty Insurance industry
Active Massachusetts Property & Casualty insurance license
High school diploma or GED
Associates degree in Sales, Business Administration, Marketing or similar preferred
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
Authorized to work in the U.S. without sponsorship.

Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)

Personal Lines Sales Executive – Hybrid

Key skills