Sales Executive - Personal Lines Middle Market

Personal Lines Middle Market Sales Executive (Client Advisor)

World Insurance Associates ('World') is one of the fastest-growing insurance brokers in the U.S., dedicated to empowering individuals and families with comprehensive risk management solutions. We specialize in personal and commercial insurance, employee benefits, investment advisory, and payroll & HR solutions.

As a Personal Lines Client Advisor
, your primary responsibility is to identify, cultivate, and manage relationships with high-net-worth individuals and families, providing customized insurance solutions tailored to their unique needs. You will leverage World’s expansive resources to offer white-glove service and comprehensive risk management strategies.

• Identify, prospect, and develop new business opportunities within the middle market space.
• Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence.
• Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies.
• Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services.
• Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments.
• Track all sales activities in Hub Spot and leverage CRM tools to maximize efficiency and client engagement.

• Proven experience in personal lines insurance, with a strong focus on sales production.
• Deep understanding of Middle Market clientele and their risk management needs.
• Ability to cultivate relationships and act as a trusted advisor to clients.
• Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets.
• Active Property & Casualty insurance license required.
• Experience with agency management software such as AMS
  360, Epic, and sales CRM tools like Hub Spot is preferred.
• Demonstrated ability to build and present customized risk management solutions.

As a Personal Lines Client Advisor
, your compensation is directly tied to your effort and performance. We offer a competitive base salary plus commissions
, along with a full suite of employee benefits, including an immediately vested 401(k) match
. The base salary range for this role is very competitive, depending on experience and revenue generation capabilities. Your base salary will grow as your book of business expands, offering significant earning potential.

World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities.