Job Description

Job Title: Multi-Line General Agent
Location: Maryland. Delaware, or PA 

Position Overview:
We are seeking a dynamic and highly motivated Multi-Line General Agent to join our growing insurance agency. In this role, you will be responsible for driving sales, managing client relationships, and providing comprehensive insurance solutions across a variety of product lines, including property, casualty, life, and health insurance. The ideal candidate will be a self-starter with a strong understanding of the insurance industry and a passion for helping clients secure their financial futures.

Key Responsibilities:

• Sales & Business Development:

  • Generate new business by prospecting and building relationships with individuals, families, and businesses.
  • Develop and execute sales strategies to meet or exceed agency growth and revenue goals.
  • Cross-sell and up-sell insurance products to existing clients.

• Client Relationship Management:

  • Act as the primary point of contact for clients, addressing their needs and concerns in a timely and professional manner.
  • Provide clients with expert advice on coverage options, policy adjustments, and claims.
  • Conduct regular follow-up with clients to ensure satisfaction and long-term retention.

• Insurance Knowledge & Consultation:

  • Stay current with industry trends, insurance products, and regulatory changes.
  • Assess client needs and recommend appropriate insurance policies across multiple lines (e.g., auto, home, life, health, commercial).
  • Provide clear and understandable explanations of policy terms, conditions, and exclusions.

• Team Collaboration:

  • Work closely with the agency’s leadership and support team to achieve business objectives.
  • Collaborate with underwriters, claims adjusters, and other agents to ensure smooth operations and client satisfaction.

• Compliance & Reporting:

  • Ensure adherence to all regulatory and compliance requirements in insurance sales and service.
  • Maintain accurate and up-to-date client records, sales reports, and performance metrics.

Qualifications:

• Active state insurance licenses in multiple lines (Property & Casualty, Life & Health, etc.).
• Proven experience in the insurance industry, ideally in a multi-line capacity.
• Strong sales acumen with a track record of achieving sales targets.
• Excellent communication and interpersonal skills.
• Ability to assess client needs and provide tailored insurance solutions.
• Detail-oriented with strong organizational and time management skills.
• Proficient in CRM software and Microsoft Office Suite.

Preferred Qualifications:

• Experience managing or leading an insurance agency or team.
• Familiarity with various insurance carriers and their products.

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