Our client is a growing, thriving, independent insurance agency licensed in 39 states with more than 20 carrier partners. They believe every client deserves to feel confident about their coverage, and that starts with the strength of their team. Their licensed professionals build lasting client relationships around three things: the right coverage, the best price, and world-class service. Agency staff are supported by a team with deep industry expertise, real mentorship, and the resources to succeed. The agency is looking for individuals who want to build a stable, meaningful career doing work that genuinely helps people protect what matters most.
Role Overview
We are seeking a highly motivated Personal Lines professional to join our growing team. As a Private Client Group Agent, you will work with our Corporate Lead team to manage and follow up on warm internal leads. The ideal candidate has a genuine passion for sales, strong expertise in personal lines insurance, and takes real pride in being the reason a client trusts this agency with their insurance needs.
Your key responsibilities may include:
Managing a minimum of 5 warm internal lead calls per week; taking them from intake call all the way through binding their business
Managing assigned policies in the book of business; adding and rounding out coverage for clients
Working referrals from agency owners
Building and maintaining strong relationships with clients, ensuring customer satisfaction and repeat business
Following up consistently and professionally with prospects
Analyzing customer needs and recommend appropriate products or services
Utilizing the agency's CRM and automation tools to manage opportunities efficiently
Staying current on DOI regulations and agency compliance requirements
Learning proven sales processes that improve close ratios and long-term retention
Working independently while receiving coaching and support from leadership
Requirements
Minimum of 2 years of insurance sales experience in a client-facing role
Must have a current P&C insurance license
May be located anywhere nationwide but must be able to work PST hours (8-5, M-F)
Ability to multi-task and work in a fast paced role
Organized and proactive
Benefits
Estimated first year total compensation $60,000 - $75,000
Base salary of $50,000
Commission: 40% on new business, 25% on add-on coverage and agency owner referral business
Bonus opportunities
Health Insurance
Dental Insurance available
Vision Insurance available
401(k) with company match
Paid time off
Paid continuing education
Individualized mentorship to help grow your career