About Our Client
Our client is a growing, thriving, independent insurance agency licensed in 39 states with more than 20 carrier partners. They believe every client deserves to feel confident about their coverage, and that starts with the strength of their team. Their licensed professionals build lasting client relationships around three things: the right coverage, the best price, and world-class service. Agency staff are supported by a team with deep industry expertise, real mentorship, and the resources to succeed. The agency is looking for individuals who want to build a stable, meaningful career doing work that genuinely helps people protect what matters most.
Role Overview
We are seeking a highly motivated Personal Lines professional to join our growing team. As a Private Client Group Agent, you will work with our Corporate Lead team to manage and follow up on warm internal leads. The ideal candidate has a genuine passion for sales, strong expertise in personal lines insurance, and takes real pride in being the reason a client trusts this agency with their insurance needs.
Your key responsibilities may include:
- Managing a minimum of 5 warm internal lead calls per week; taking them from intake call all the way through binding their business
- Managing assigned policies in the book of business; adding and rounding out coverage for clients
- Working referrals from agency owners
- Building and maintaining strong relationships with clients, ensuring customer satisfaction and repeat business
- Following up consistently and professionally with prospects
- Analyzing customer needs and recommend appropriate products or services
- Utilizing the agency's CRM and automation tools to manage opportunities efficiently
- Staying current on DOI regulations and agency compliance requirements
- Learning proven sales processes that improve close ratios and long-term retention
- Working independently while receiving coaching and support from leadership
Requirements
- Minimum of 2 years of insurance sales experience in a client-facing role
- Must have a current P&C insurance license
- May be located anywhere nationwide but must be able to work PST hours (8-5, M-F)
- Ability to multi-task and work in a fast paced role
- Organized and proactive
Benefits
- Estimated first year total compensation $60,000 - $75,000
- Base salary of $50,000
- Commission: 40% on new business, 25% on add-on coverage and agency owner referral business
- Bonus opportunities
- Health Insurance
- Dental Insurance available
- Vision Insurance available
- 401(k) with company match
- Paid time off
- Paid continuing education
- Individualized mentorship to help grow your career