Personal Lines Inside Sales Representative

Job Description

We're looking for a high-performing, client-focused sales professional with deep experience in personal lines insurance and a passion for delivering exceptional service. You'll work exclusively with inbound warm leads - think referrals, web inquiries, and marketing campaigns - and your role is to take those leads from interest to policy, all while providing a standout experience.

You need to be confident on the phone. This is a proactive, high-touch sales role where building trust through conversation is key. You're the kind of person who's organized, detail-oriented, and tech-savvy - and who takes pride in doing things right the first time.

• Paid Time Off (PTO)
• Work from Home
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

• Respond to a steady flow of warm, inbound leads
• Deliver a consultative, high-touch sales experience over phone and email
• Guide prospects from quote to bind with professionalism and efficiency
• Cross-sell and upsell where it makes sense for the client
• Document all client activity and notes in AMS
  360
• Move the lead through the appropriate stages in the Agency Zoom sales pipeline
• Navigate carrier portals, Singlepoint, Docu Sign, Word, and Outlook like a pro
• Stay organized and accurate while managing a high volume of leads
• Be a voice and face of Risman that clients genuinely enjoy working with

• 2+ years of personal lines insurance experience (required)
• Proven sales success - you've hit targets, exceeded goals, and know how to close
• Active Property & Casualty license
• Strong phone presence and excellent communication skills
• Deep familiarity with AMS
  360
• Comfort using multiple platforms, tools, and carrier sites
• Exceptional organizational skills and follow-through
• Able to thrive in a fast-paced, referral-driven environment
• Familiarity with Agency Zoom is a plus