What are the responsibilities and job description for the Personal Lines Insurance Sales Executive position at Lathrop Insurance?
Personal Lines Insurance Sales Executive
">Cranston, RI or Westerly, RI
">Job Type: Full-time
">Compensation: $70,000 - $120,000 per year (Base Commission)
">Lathrop Insurance Overview
">We are a fourth-generation, independent insurance agency that prioritizes exceptional service, cutting-edge solutions, and a team-oriented environment where employees can thrive.
">Our Core Values:
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- We Care – About our clients, our team, and our community. ">
- Solutions Driven – We don't just sell policies; we solve problems. ">
- Teamwork – We succeed together. ">
- Do What You Say – Integrity and trust are everything. ">
- Always Be Growing – Both personally and professionally. ">
Role Responsibilities
">As a Personal Lines Insurance Sales Executive, you will drive new business, build lasting client relationships, and grow our personal lines book of business.
">Sales & Business Growth
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- Develop and execute a targeted sales strategy to drive new business. ">
- Leverage referral networks, inbound leads, and outbound prospecting to build a robust pipeline. ">
- Present customized insurance solutions that meet each client's needs. ">
- Establish strong relationships with clients, mortgage lenders, realtors, and centers of influence to generate new business. ">
- Proactively cross-sell and upsell policies to maximize client coverage and agency revenue. ">
Client Relationship Management
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- Serve as a trusted advisor, educating clients on coverage options, risks, and policy benefits. ">
- Ensure clients have the right protection at the right price. ">
- Maintain high retention rates by fostering long-term client relationships. ">
- Provide exceptional customer service before, during, and after the sale. ">
Collaboration & Continuous Improvement
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- Work closely with Account Managers to ensure seamless client experiences. ">
- Stay informed on carrier products, industry trends, and best practices to remain a top performer. ">
- Attend networking events and community engagement initiatives to increase brand awareness and generate leads. ">
Requirements for Success
">3 years of insurance experience required. Active Property & Casualty (P&C) License is necessary. Strong relationship-building and consultative sales skills are essential.
">A proven track record of meeting or exceeding sales targets is necessary. Experience with Applied EPIC or other agency management systems is beneficial.
">Highly motivated, self-driven, and eager to grow and succeed individuals should apply.
">Why Choose Lathrop Insurance?
">High Earning Potential – Competitive base salary plus uncapped commissions and bonuses.
">Career Growth & Professional Development – We invest in training, mentorship, and career advancement.
">Strong Culture & Supportive Team – Work with a group of professionals who want to see you succeed.
">Comprehensive Benefits Package:
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- 401(k) with company match ">
- Health, Dental & Vision Insurance ">
- Paid Time Off & Parental Leave ">
- Ongoing sales training and industry education ">
In-Person Role: This role is based in Cranston or Westerly, RI , with some flexibility for networking and client meetings.
Salary : $70,000 - $120,000
