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
Location
Chatham, 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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