Insurance Sales Agent, Personal Lines

Job Description: • Identify, qualify, and convert new personal lines sales opportunities through inbound and outbound efforts • Engage with prospective clients to assess insurance needs and recommend appropriate coverage solutions • Conduct consultative sales conversations and present quotes, proposals, and coverage recommendations • Follow up on leads, referrals, and opportunities to drive conversion and close business • Develop and maintain relationships with prospects, clients, and referral partners (e.g., realtors, loan officers, builders) • Perform policy reviews and identify opportunities to increase coverage and round accounts • Cross-sell additional lines of business to expand client relationships • Prepare and process quotes, applications, endorsements, and related documentation • Maintain accurate and timely documentation of all sales activity within CRM and agency systems • Monitor and manage individual pipeline to ensure consistent sales activity and goal attainment • Collaborate with SDRs, service teams, and leadership to support client needs and business objectives • Stay current on insurance products, carrier guidelines, and market conditions • Maintain consistent outbound activity to build and sustain a pipeline of new business opportunities Requirements: • Associate’s or Bachelor’s degree in Business, Sales, or a related field preferred • 1–3 years of experience in personal lines insurance sales or a related sales role • Experience working in an independent agency environment preferred; experience in a captive agency environment will also be considered • Proven ability to generate and convert leads into new business • Experience working in a quota-driven or performance-based sales environment • Experience using CRM systems and sales tools preferred • An active and valid Property and Casualty (P&C) License is required; Texas license preferred • Life and Health License is a plus • Must maintain all required licenses in good standing, including completion of continuing education requirements. Benefits: • Competitive Compensation • Comprehensive Benefits • Medical, dental, and vision coverage • Retirement Planning • 401(k) with company contributions up to 4% • Paid Time Off • Generous PTO and 12 paid holidays • Professional Development • Access to our In-house Corporate Trainer • Collaborative Culture • Community Engagement • 16 hours of additional paid volunteer time annually