Job Description

Personal Lines Insurance Specialist

Job Summary

Looking for a motivated and driven Personal Lines Insurance Specialist to join a fast-growing team. This is an exciting opportunity for individuals looking to advance their career in the insurance industry. This role offers the chance to work on a variety of personal lines accounts, including standard and high-net-worth clients, with the potential to grow into commercial lines.

Responsibilities

• Manage the full A–Z sales and service process for personal lines insurance accounts.
• Generate new business through a mix of self-generated leads and company-provided leads.
• Meet or exceed monthly production goals for new business policies and/or revenue.
• Provide exceptional customer service to clients, ensuring their insurance needs are met.
• Utilize Applied EPIC and EZLynx software to manage accounts and streamline processes.
• Build and maintain a small book of business.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 1 year of personal lines sales experience (captive or independent).
  • Proven ability to meet or exceed sales targets.
• Technical Skills: Proficiency in Applied EPIC and EZLynx preferred.
• Soft Skills:
  • Hungry and driven to succeed.
  • Entrepreneurial mindset with a focus on growth.
  • Persistent and sales-oriented.
  • Strong interpersonal and communication skills.
  • Ability to thrive in a fast-paced, high-energy environment.

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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