Job Description
Personal Lines Service Representative with Sales Potential
Job Summary
Seeking a motivated and dynamic Personal Lines (PL) Service Representative who is eager to contribute to a team. This role offers a unique opportunity to combine service expertise with sales potential, with the possibility of transitioning into a more sales-focused position within six months. The ideal candidate will have a Property & Casualty (P&C) license and a passion for delivering exceptional customer service while driving business growth.
Compensation Package
- Base Salary: $50,000 - $60,000 annually (commensurate with experience and qualifications)
- Incentives:
- 20% commission on new business and renewals
- 50% commission on new business generated externally
- Renewals commission up to 30%
- PTO: Competitive package
- Growth Potential: Proven track record of employees significantly increasing earnings over time
Responsibilities
- Provide exceptional service to personal lines clients, including quoting new and renewal business using AI quoting tools.
- Work with carriers such as Grange, Auto Owners, Nationwide, Safeco, Wayne, and Western Reserve.
- Handle standard personal accounts and, if applicable, small business commercial accounts.
- Answer client inquiries, resolve issues, and ensure a seamless customer experience.
- Identify opportunities to cross-sell and upsell insurance products to meet client needs.
- Collaborate with the Operations Manager and other team members to achieve departmental goals.
Qualifications/Requirements
- Licenses: Active Property & Casualty (P&C) license is required.
- Experience: Previous experience in personal lines insurance is preferred. Familiarity with small business commercial accounts is a plus.
- Technical Skills: Proficiency in Hawksoft and AgencyZoom (or similar software) is highly desirable.
- Soft Skills:
- Flexibility and adaptability in a dynamic work environment.
- Strong communication and interpersonal skills.
- Ability to balance service responsibilities with sales initiatives.
- Proactive problem-solving and organizational abilities.
- Team-oriented mindset with a focus on collaboration.
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