About this role

Advise and deliver personal insurance products tailored to the specific needs of the prospective insured.
Work closely with Carrier Underwriters to determine risk placement.
Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes.
Establish and maintain effective working relationships with co-workers, supervisors, and carrier representatives.

A bachelor’s degree preferred
HS Diploma or GED is required with additional learning/certifications
More than 3 years of directly related industry sales and service experience
Property & Casualty Broker's License required upon hire
CPCU, CPRIA, CAPI or other P&C designation preferred
Experience in P&C Personal Lines client-facing sales, along with knowledge of coverage needs.
Ability to work independently and anticipate client and team needs.
Effective time management and decision-making skills.
Strong leadership and diligent follow-through skills.
Ability to negotiate and express ideas clearly in both written and oral communications.
Proficiency in MS Office suite, CRM
EPIC preferred, MS Teams.
Influential presentation and public speaking abilities.

Personal Insurance Sales Advisor – Future Opportunity

Key skills