Insurance Sales Representative

Job Description

Hertvik Insurance Group is seeking a motivated, results-driven Sales Representative to join our Personal Lines team. This is a high-activity sales role focused exclusively on warm, referral-based leads. You'll be connecting with people who are actively purchasing a home and have a real, immediate need for homeowners insurance. Your job is simple: work the lead, earn their trust, quote the right coverage, and close the sale.

Once the policy is sold, our service team takes it from there so you can stay focused on selling.

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Hands on Training
• Disability Insurance
• Life Insurance
• Career Growth Opportunities
• Retirement Plan

• Receive and promptly follow up on warm inbound leads generated through our home closing partner network.
• Engage prospective customers via phone, text, email, and other communication channels to understand their insurance needs.
• Utilize agency technology tools to manage leads, track activity, and move prospects through the sales pipeline.
• Present coverage options and obtain agreement from prospects to receive a quote.
• Prepare and deliver accurate personal lines insurance quotes.
• Close sales and transition new policyholders to the service team for ongoing account management.
• Meet or exceed individual sales goals and activity metrics.
• Maintain accurate records of all lead activity and client interactions in agency systems.

One of the following is required:

• Active Ohio Property & Casualty insurance license OR
• Demonstrated sales experience (any industry) with a track record of meeting or exceeding goals; and willingness to obtain P&C licensure upon hire.

Additionally:

• Strong phone presence and interpersonal communication skills.
• Comfortable working with CRM, AI and quoting technology platforms.
• Self-motivated with the ability to manage a high volume of leads independently.
• Organized and detail-oriented; able to accurately document activity and follow a defined sales process.
• Competitive, goal-oriented mindset with a genuine desire to help customers protect their homes.