Personal Lines Agent (High Net Worth)

Impact Performance Team
  • Raleigh, North Carolina
    30+ days ago

    Job Description

    Description

    About Our Client

    Our client is an independent insurance agency based in Raleigh, North Carolina, that is rapidly growing. Our team takes an education-first approach, helping clients understand their coverage and make confident decisions about their future. We’re not tied to one carrier, one price point, or one set of priorities. We work for the client. That means we can approach multiple companies, compare options, and advocate for the coverage that actually fits. It also means we know who has the strongest claims service, the fairest underwriting, and the most responsive teams when it counts. Our job isn’t to push a product; it’s to give business owners an objective view of the marketplace, guide them through an important financial decision, and help them choose wisely.

    Role Overview

    We are seeking a Personal Lines Producer to join our growing sales team. In this role, you will consult with individuals and families on home, auto, umbrella, and life insurance needs while building long term client relationships. You will generate new business through referrals and community networking, manage your own book of business, and provide trusted guidance to help clients protect what matters most. This is a relationship focused, in person role based in Raleigh with time spent meeting clients and referral partners throughout the local market. Your key responsibilities may include:

    • Generate new personal lines business through referrals, networking events, community involvement, and local relationship building
    • Consult with individuals and families on home, auto, umbrella, and life insurance needs using an education first approach
    • Conduct comprehensive risk assessments and present tailored coverage recommendations with clarity and integrity
    • Build, manage, and grow a personal book of business through consistent follow up, renewals, and cross selling opportunities
    • Develop and maintain strong partnerships with realtors, lenders, and other local referral sources
    • Deliver an in person, relationship driven client experience that positions you as a long term trusted advisor


    Requirements
    • Minimum 1 year or equivalent experience in the insurance industry, preferred but not required.
    • Personal Lines insurance sales experience, preferred but not required.
    • Active North Carolina Property and Casualty License, preferred but not required.
      • Must be willing to become licensed within 90 days of hire.
    • Strong relationship building and communication skills.
    • Exceptional negotiation and persuasion abilities.
    • Self-motivated and results-oriented, with a proactive and entrepreneurial mindset.
    • Ability to prospect, follow up consistently, and manage a sales pipeline.
    • Comfortable working in person and networking within the local community.


    Benefits

    This role starts with:

    • $50-60K base salary + commission opportunities
    • Group health coverage
    • Retirement plan with company match
    • 401(k)
    • Dental insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Numbers & Facts

    LocationRaleigh, North Carolina

    Skills

    • Alliance/Partner Managementunmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Cross-Sellingunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Dental Insuranceunmatched
    • Entrepreneurshipunmatched
    • Establish Prioritiesunmatched
    • Follow Throughunmatched
    • High Net Worthunmatched
    • Insuranceunmatched
    • Insurance Salesunmatched
    • Life Insuranceunmatched
    • Loansunmatched
    • Negotiation Skillsunmatched
    • Networking Eventsunmatched
    • Persuasion Skillsunmatched
    • Real Estate Salesunmatched
    • Retirement Planunmatched
    • Revenue Growthunmatched
    • Risk Analysisunmatched
    • Salesunmatched
    • Sales Pipelineunmatched
    • Underwritingunmatched
    • Vision Planunmatched

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