Personal Lines Sales Agent

The Jonus Group

Santa Ana, CA

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JOB DETAILS

SALARY

$65,000–$85,000 Per Year

SKILLS

Communication Skills, Customer Satisfaction, Customer Support/Service, Detail Oriented, Epic Systems, Insurance, Insurance Sales, Interpersonal Skills, Meet Sales Quota, Needs Assessment, Negotiation Skills, Organizational Skills, Problem Solving Skills, Record Keeping, Resolve Customer Issues, Sales, Sales Management, Team Player

LOCATION

Santa Ana, CA

POSTED

Today

Job Description

Personal Lines Sales Agent/Account Manager
Job Summary

Seeking a motivated and experienced Personal Lines Sales Agent/Account Manager to join a growing team. This role is an excellent opportunity for a professional with a strong sales mindset and expertise in personal lines insurance. The successful candidate will be responsible for managing standard personal lines accounts, handling call-ins, and working with warm leads. This is an in-office position, offering a dynamic and collaborative work environment.
Compensation Package

Salary Range: $65,000 - $85,000 (Dependent on Experience)
Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

Provide exceptional service to clients by managing standard personal lines accounts ranging from $1,000 to $50,000 in size.
Handle incoming client inquiries and warm leads, ensuring a high level of customer satisfaction.
Quote new and renewal business, leveraging your expertise to provide tailored insurance solutions.
Utilize EPIC software to manage client accounts and ensure accurate record-keeping.
Collaborate with team members to achieve sales targets and contribute to the overall growth of the department.

Qualifications/Requirements

Licenses/Certifications: Active Property & Casualty (P&C) license is required.
Experience: Minimum of 3 years of experience in personal lines insurance and sales.
Technical Skills: Proficiency in EPIC software is preferred.
Soft Skills:
- Outgoing personality with excellent interpersonal skills.
- Strong sales mindset and ability to identify client needs.
- Effective communication and negotiation skills.
- Detail-oriented with strong organizational abilities.
- Team player with a proactive approach to problem-solving.
Work Environment: This is a full-time, in-office position.

Personal Lines Sales Agent

The Jonus Group

Santa Ana, CA

About the Company

The Jonus Group

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