Job Description
Personal Lines Specialist
Job Summary
A leading agency is seeking a dedicated Personal Lines Specialist to join their team. In this role, you will be responsible for driving sales and servicing accounts to grow and maintain a robust book of business. This position offers an exciting opportunity to work in the dynamic field of personal lines insurance while collaborating with a diverse range of clients.
Responsibilities
- Develop and execute effective sales strategies to meet or exceed personal lines insurance sales targets.
- Identify, explore, and cultivate new business opportunities within the personal lines insurance sector.
- Build and maintain strong, enduring client relationships, delivering expert service and guidance.
- Stay informed about industry trends, products, and regulations to enhance client support and knowledge.
- Generate and maintain a diverse portfolio of personal insurance clients, managing their evolving needs and ensuring satisfaction.
- Service an assigned book of business.
- Handle service requests promptly and efficiently, addressing client inquiries and concerns.
- Provide expert consultation to clients, helping them choose the most suitable insurance policies for their unique requirements.
- Manage policy-related tasks, including renewals, claims, and addressing client needs to ensure an excellent client experience.
- Ensure compliance with industry regulations and legal requirements in all personal insurance transactions.
- Conduct market research to stay updated on market trends, competitor offerings, and customer preferences.
- Continuously assess sales performance, identifying areas for improvement, and applying data-driven insights to enhance sales strategies and results.
- Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.
Qualifications / Requirements
- Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
- Possesses effective negotiation skills.
- Strong knowledge of personal insurance products; demonstrates the ability to provide expert advice to clients.
- Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
- Holds an active Property and Casualty (P&C) Insurance License.
- Preferred Agency Management System Experience: EPIC
- At least 2 years of relevant insurance industry experience preferred.
- Previous experience in personal lines insurance and account management preferred.
- Previous experience as an Insurance Producer or in a similar insurance sales role is preferred.
- Knowledge of insurance agency operations as they pertain to sales.
- Proficiency in sales, with a track record demonstrating ability to sell.
Compensation Package
- Excellent opportunities for professional growth and advancement.
- Compensation: Between $55k-$70k (based on experience) + competitive commission structure.
- Comprehensive benefits package, including health, dental, vision, 401(k), and more.
- Paid time off and company holidays.
- Remote work schedule available.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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