Demo

Personal Insurance Sales Agent

The Jonus Group
San Francisco, CA Full Time
POSTED ON 4/9/2025
AVAILABLE BEFORE 5/8/2025
Job Description

Personal Insurance Sales Agent

Job Summary

Interested in competitive compensation, opportunities for growth, and a fully remote work schedule? If so, a growing agency is seeking a highly motivated Personal Insurance Sales Agent to join their team. In this role, you will be responsible for driving sales and helping to grow and maintain a book of business. This position offers an exciting opportunity to work in the dynamic field of personal lines insurance while collaborating with a diverse range of clients.

Responsibilities

  • Develop and execute effective sales strategies to meet or exceed personal lines insurance sales targets.
  • Identify, explore, and cultivate new business opportunities within the personal lines insurance sector.
  • Build and maintain strong, enduring client relationships, delivering expert service and guidance.
  • Stay informed about industry trends, products, and regulations to enhance client support and knowledge.
  • Generate and maintain a diverse portfolio of personal insurance clients, managing their evolving needs and ensuring satisfaction.
  • Provide expert consultation to clients, helping them choose the most suitable insurance policies for their unique requirements.
  • Manage policy-related tasks, including renewals, claims, and addressing client needs to ensure an excellent client experience.
  • Ensure compliance with industry regulations and legal requirements in all personal insurance transactions.
  • Conduct market research to stay updated on market trends, competitor offerings, and customer preferences.
  • Continuously assess sales performance, identifying areas for improvement, and applying data-driven insights to enhance sales strategies and results.
  • Demonstrate adaptability and a willingness to take on other relevant duties assigned to contribute to the agency's overall success.

Qualifications / Requirements

  • Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
  • Possesses effective negotiation skills.
  • Strong knowledge of personal insurance products; demonstrates the ability to provide expert advice to clients.
  • Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
  • Holds an active Property and Casualty (P&C) Insurance License in multiple states - required.
  • Familiarity with industry-specific software and rating systems.
  • 2 years of relevant insurance industry experience preferred.
  • Previous experience as an Insurance Producer or in a similar insurance sales role.
  • Knowledge of insurance agency operations as they pertain to sales.
  • Proficiency in sales, with a track record demonstrating ability to sell.
  • Multi-carrier and multi-state experience is required.

Compensation Package

  • Excellent opportunities for professional growth and advancement.
  • Competitive compensation: Between $40K-$50K (based on experience) commission.
  • Comprehensive benefits package, including health, dental, vision, 401(k), and more.
  • Paid time off and company holidays.
  • Remote work schedule available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

Salary : $40,000 - $50,000

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