Demo

Inside Sales Agent | Personal Lines Insurance

The Jonus Group
Tampa, FL Remote Full Time
POSTED ON 3/23/2025
AVAILABLE BEFORE 4/29/2025
Job Description

Personal Lines Insurance Sales Agent

Tampa, FL (Hybrid Schedule)

Overview

We are seeking an enthusiastic Inside Sales Agent specializing in Personal Lines Insurance to join our team. The ideal candidate will have a passion for customer service, a strong understanding of personal lines insurance products, and excellent communication skills. This role offers the opportunity to work in a fast-paced and dynamic environment while helping clients find the insurance solutions that best fit their needs.

Responsibilities

  • Build and maintain strong relationships with existing and potential clients through proactive outreach and exceptional customer service.
  • Educate clients on personal lines insurance products, coverage options, and policy features to help them make informed decisions.
  • Identify client needs and recommend appropriate insurance products to meet those needs.
  • Work closely with the sales team to meet and exceed sales targets and objectives.
  • Stay up-to-date on industry trends, product offerings, and regulations to provide accurate information and valuable insights to clients.

Qualifications

  • Proven experience in sales or customer service, preferably in the insurance industry.
  • Strong knowledge of personal lines insurance products and coverage options.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Proficiency in EZ Link, Applied Rater, QQ Catalyst/Web Rater, and Agency Zoom is preferred but not required.
  • A proactive and self-motivated approach with a commitment to achieving sales targets.

Day-to-day

  • Conduct outbound calls and respond to inbound inquiries to assist clients with their personal lines insurance needs.
  • Collaborate with the sales team to strategize and develop effective sales techniques and approaches.
  • Maintain accurate client records and update information in the CRM system.
  • Engage in ongoing training and development to stay informed about new insurance products and industry best practices.

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