Insurance Sales Agent, Personal Lines
Listed on 2026-09-13
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Sales
Insurance Sales -
Insurance
Insurance Sales
Artemis Insurance is a trusted provider of personalized insurance solutions for individuals and businesses. With decades of industry experience, we specialize in home, auto, life, and commercial coverage designed to protect what matters most.
Our culture is built on integrity, collaboration, and a commitment to exceptional service. We believe our people are our greatest strength, and w e invest in our employees’ growth, development, and long-term success at every stage of their careers.
At Artemis Insurance, you will join a team that values relationships, innovation, and making a meaningful difference for the clients and communities we serve.
Who Thrives at Artemis InsuranceAt Artemis Insurance, we value individuals who take pride in their work and are committed to delivering excellent service to our clients and teammates. Our team members approach their responsibilities with professionalism, integrity, and a strong sense of accountability.
People who thrive here are collaborative, dependable, and motivated to contribute to a positive and supportive team environment. They are open to learning, adaptable to change, and committed to continuous improvement as both professionals and team members.
About the RoleThe Sales Agent, Personal Lines is responsible for generating new business and growing a personal lines book of business through consultative sales and client relationship development. This role focuses on converting qualified leads into clients, identifying coverage needs, and delivering tailored insurance solutions. The Sales Agent serves as the primary point of contact throughout the sales process, from initial engagement through policy binding, while contributing to overall agency growth through new business production, cross-selling, and referrals.
This role is responsible for achieving individual sales targets and contributing to overall agency growth through consistent production.
Essential Duties and Responsibilities- 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.
- Consultative Selling – Ability to assess client needs and recommend tailored insurance solutions.
- Closing Ability – Demonstrates strong ability to convert opportunities into new business.
- Relationship Building – Builds trust and long-term relationships with clients and referral partners.
- Communication Skills – Clear, confident, and professional communicator.
- Product Knowledge – Strong understanding of personal lines insurance products (Auto, Home, Umbrella, etc.).
- Organization and Time Management – Effectively manages pipeline, follow-up,…
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