Benefits:

Bonus based on performance

Competitive salary

Flexible schedule

Training & development

Company parties

Health insurance

Opportunity for advancement

Paid time off

Job Title: Personal Lines Insurance Specialist Location: The Crissen Agency - Shelter Insurance Reports to: Sales Manager/Agency Owner

Job Summary: The Personal Lines Specialist is a results-driven professional responsible for marketing of personal lines insurance products, including auto, home, and life insurance. This role focuses having strong self-initiative, taking advantage of innovative strategies, and the ability to build strong client relationships.

Key Responsibilities:

Sales and Business Development:

Develop and implement proactive sales strategies to meet and exceed standards for personal lines insurance products.

Identify and pursue new business opportunities through networking, referrals, marketing, and lead-generation activities.

Client Relationship Management:

Build and maintain strong, long-lasting client relationships by providing personalized insurance solutions.

Regularly review clients’ insurance portfolios to ensure their coverage remains adequate and up-to-date.

Customer Service Excellence:

Educate clients on the benefits of various personal lines insurance products and assist them in making informed decisions.

Ensure a high level of client satisfaction and retention through continuous follow-up and engagement.

Community Engagement and Networking:

Actively participate in community events, local business networks, and professional associations to enhance the agency’s visibility and reputation.

Represent the agency at industry events, trade shows, and client meetings.

Collaboration and Teamwork:

Work closely with team members to ensure a seamless client experience.

Share market insights and sales strategies with team members to support collective growth goals.

Participate in regular sales meetings, training sessions, and professional development activities.

Data-Driven Decision Making:

Utilize software and other sales tools to track and analyze sales activities, client interactions, and performance metrics.

Continuously refine sales strategies based on data insights and client feedback.

Qualifications:

Willing to obtain or actively hold a Personal Lines insurance license prior to employment.

Experience in developing and executing aggressive sales strategies and initiatives.

Successfully pass a background report.

Key Performance Indicators (KPIs)

Number of new policies sold

Client acquisition and retention rates

Sales revenue growth

Client satisfaction scores

Conversion rate from leads to sales

Engagement in community and referral activities

Compensation and Benefits:

Competitive base salary with performance-based incentives (Hourly plus Commission).

Opportunities for professional development and career advancement.

Supportive and dynamic work environment that fosters growth and success.

Working Conditions:

Full-time position, typically Monday to Friday with occasional evenings or weekends as needed

Travel may be required for client meetings, community events, and industry conferences.

About The Crissen Agency - Shelter Insurance

At The Crissen Agency, we are dedicated to providing our clients with exceptional service and comprehensive insurance solutions. Our team of professionals is committed to excellence, innovation, and community engagement. Join our dynamic team and contribute to our mission of delivering outstanding results through proactive and client-focused sales strategies.