Insurance Advisor - Personal Lines
Core
Manage company-provided leads, identify cross-sell and upsell opportunities, and cultivate long-term client relationships to drive business growth in personal lines insurance.
Role type
Personal Lines Insurance Advisor (Sales)
Builds
Insurance policies and risk management solutions for individual clients
Domain
Insurance / Personal Lines
Required skills
Active Property & Casualty License, 2+ years personal lines insurance experience, proven sales background, strong phone sales skills, relationship building, CRM proficiency, pipeline management, documentation handling
Preferred skills
None stated
Technologies
CRM systems, agency management platforms, email, virtual communication tools
Responsibilities
Manage company-provided leads while identifying cross-sell and upsell opportunities, Generate referrals and cultivate long-term client relationships through centers of influence, Present insurance proposals in a professional and consultative manner, Finalize sales by collecting required documentation, applications, and signatures, Maintain strong follow-up discipline and pipeline management to maximize conversion opportunities, Meet or exceed monthly new business production goals
Seniority
Individual Contributor, Entry to Mid-level