Job Description

Job Title: Personal Lines Insurance Specialist

Job Summary:
This role focuses on the growth and retention of a middle market personal lines book of business, with a small portion of high-net-worth accounts. The Personal Lines Insurance Specialist is responsible for managing the full lifecycle of assigned accounts – while placing a strong emphasis on generating new business through both provided and self-sourced leads. This position is ideal for a driven, personable individual who thrives in a sales-forward environment and is looking to build long-term client relationships.

Responsibilities:

• Manage a designated book of personal lines accounts from start to finish, including renewals, coverage reviews, and policy servicing
• Conduct prospecting and lead generation (approximately 60% self-sourced, 40% provided)
• Develop and maintain strong client relationships through consistent communication and high-quality service
• Cross-sell and upsell additional products to existing clients and referral sources
• Maintain accurate records and documentation in the agency management system
• Leverage referrals from existing book of business to grow client base
• Collaborate with internal teams as needed

Qualifications/Requirements:

• Active Property & Casualty license in Texas required
• Minimum 1 year of experience in personal lines insurance – sales, account management, or both
• Demonstrated ability to meet or exceed sales targets
• Strong phone presence and persuasive communication skills
• High energy, self-motivated, and goal-oriented personality; enjoys a fast-paced sales environment
• Bilingual (English/Spanish) preferred but not required

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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