Insurance Sales Representative

MetzWood Insurance
  • Chatham, NY
  • $40,000–$55,000 Per Year
  • Quick Apply
30+ days ago

Job Description

MetzWood Insurance is seeking a motivated and professional Personal Lines Sales Agent to join our growing team. This role is ideal for someone who thrives on building relationships, identifying client needs, and delivering tailored insurance solutions.

As part of our Personal Insurance Department, youll handle a mix of inbound leads and self-generated opportunities through prospecting and networking. Once coverage is bound and applications are complete, accounts transition to our dedicated service teamallowing you to focus on growth and new business development.

Salary Range: $40000.00 - $55000.00 per year


Benefits

Annual Base Salary + Commission

Paid Time Off (PTO)

Health Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Flexible Schedule

Life Insurance

Disability Insurance

Parental Leave

Career Growth Opportunities

Paid Volunteer Time

Work from Home

Home Office Equipment Provided

Paid Holidays


Responsibilities

  • Convert inbound leads and generate new business through outbound outreach and networking.
  • Use a consultative sales approach to identify client needs and recommend the right coverage.
  • Prepare quotes, proposals, and presentations for home, auto, umbrella, and other personal insurance products.
  • Collaborate with underwriters and the Personal Lines Manager to ensure proper account placement.
  • Attend local networking functions, chamber of commerce events, and community activities to build relationships and generate new business opportunities. Those activities may often occur outside of normal business hours.
  • Maintain detailed and accurate records in Applied Epic and related systems.
  • Participate in departmental meetings and contribute to sales initiatives.

Requirements
  • Current Property & Casualty license (or ability to obtain within 60 days).
  • Minimum of 13 years of experience in personal lines or a related sales role.
  • Proficiency with Microsoft Office (Word, Excel, Outlook), Applied Epic, and comparative rater systems.
  • Strong written and verbal communication skills.
  • Driven, professional, goal-oriented.
  • Organized multitasker with exceptional attention to detail.
  • Adaptable and confident in managing both inbound and outbound opportunities.

Numbers & Facts

LocationChatham, NY
Salary$40,000–$55,000 Per Year

Skills

  • Business Developmentunmatched
  • Business Growthunmatched
  • Communication Skillsunmatched
  • Consultative Salesunmatched
  • Detail Orientedunmatched
  • Disability Insuranceunmatched
  • Epic Systemsunmatched
  • Health Informaticsunmatched
  • Health Insuranceunmatched
  • Insuranceunmatched
  • Insurance Salesunmatched
  • Life Insuranceunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft Outlookunmatched
  • Microsoft Wordunmatched
  • Multitaskingunmatched
  • Needs Assessmentunmatched
  • Office Equipmentunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Proposal Writingunmatched
  • Retirement Planunmatched
  • Salesunmatched
  • Sales Prospectingunmatched
  • Underwritingunmatched
  • Work From Homeunmatched
  • Writing Skillsunmatched

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