Property & Casualty; P&C) Licensed Sales

Insurance Sales/Account Representative — Job Description ESSENTIAL RESPONSIBILITIES

Sales and Business Development

• Develops strategies to generate new internal and external sales opportunities.
• Builds and maintains relationships with members/clients and prospects.
• Ensures satisfaction to promote renewals and referrals.
• Cross-sells to grow the company's overall book of business through diverse product offerings.
• Conducts thorough needs assessments and delivers consultative service through proactive problem-solving.
• Uses resources proactively to provide quality, tailored solutions in a timely manner.
• Present product options to address client and prospect needs, including enhanced coverage alternatives.
• Identifies and capitalizes on opportunities to sell and cross-sell personal and commercial insurance products.
• Uses phone, text, and email to drive sales efforts.
• Provides prompt, effective follow-up on inbound inquiries to secure new business and retain existing policies.
• Provides comprehensive information on all products and services to members/clients and prospects.
• Builds strong relationships that foster satisfaction, loyalty, and brand connection.

Education

High school diploma or equivalent with 1–2 years of insurance experience. College degree preferred.

Experience

• Personal lines experience required; commercial experience a plus.
• General knowledge of insurance operations, terminology, and objectives.
• Continuing education to maintain designations/certifications and license.

Knowledge, Skills & Abilities

• Sales-oriented and resilient — handles objections, exceeds targets, competitive drive.
• Strong problem-solving and decision-making; proactive with client needs.
• Self-motivated, accountable, professional, maintains confidentiality.
• Advanced written/verbal communication and phone etiquette.
• Strong organization, attention to detail, and ability to manage multiple tasks/deadlines.
• Solid grasp of insurance industry/process/workflow; proficient with quoting platforms and CRM tools.

Computer Skills

• Proficient in MS Office (Outlook, Word, Excel), internet, and related applications.
• Agency Management system experience preferred.

Preferred

• Active state Property & Casualty license (Personal Lines license required; General Lines license preferred).