Personal Lines Insurance Sales Agent

This is a fully remote position, open to applicants in Florida.

📋 Description

• Engage key stakeholders at Holman auto dealerships to promote awareness of Holman Insurance Services.

• Visit dealerships and organize company-sponsored luncheons or other marketing events.

• Create and maintain an active list of introductions and prospects from dealerships and referral sources.

• Collaborate with existing Holman retail customers, follow up on leads, and cross-sell to current insurance clients.

• Reach out to prospects via telephone, email, correspondence, social media, and other methods to evaluate household personal lines insurance needs.

• Develop customized quotes and information utilizing a consultative, needs-based approach.

• Generate new business applications for personal lines Property and Casualty insurance and submit them to insurance carriers.

• Ensure meticulous attention to detail, compliance with underwriting guidelines, and consistent follow-up for policy issuance.

• Address inquiries regarding insurance coverage, policy provisions, discounts, pricing, and related information.

• Collaborate with management to meet premium and retention objectives.

• Serve as a brand ambassador at Holman events and throughout the organization.

• Work in partnership with Account Representatives and customer service teams.

• Support new employees, provide training on the business operating system, and share successful ideas and processes.

• Assist with policy modifications, billing inquiries, claims questions, and other client service needs.

• Foster a positive experience for clients, prospects, and business partners.

⛳️ Requirements

• Bachelor’s degree or demonstrated equivalent experience as determined by department management.

• Valid Property & Casualty Insurance License.

• Minimum of one year of experience in the insurance industry.

• Maintained a minimum monthly average premium of $25,000 in personal lines with at least 10 households per month.

• Maintains a quality book of business with 85% retention and 1.4 policies per household.

• Flexible work schedule, including some evenings and Saturdays.

• Ability to travel within the local NJ and PA markets for meetings, prospecting calls, and network development.

• Adaptability and openness to change as the business evolves.

• Highly organized and excellent at following up on assigned tasks.

• Committed to learning and personal development.

• Capable of becoming a proficient user of the Agency Management System.

• Goal-oriented, self-motivated, and comfortable with personal accountability.

• Collaborative spirit and comfortable working within a team environment.

• Ability to cultivate genuine relationships with business partners and team members.

• Outgoing personality capable of inspiring and motivating potential referral sources.

• Dedicated to providing exceptional customer care.

• Comfortable interacting via phone and in person with prospects, clients, referral sources, and business colleagues.

• Strong writing and communication skills.

🏝️ Benefits

• Health Insurance.

• Vision Insurance.

• Dental Insurance.

• Life and Disability Insurance.

• Flexible Spending and Health Savings Accounts.

• Employee Assistance Program.

• 401(k) plan with Company Match.

• Paid Time Off (PTO).

• Paid Holidays, Bereavement, and Jury Duty.

• Paid Pregnancy/Parental leave.

• Paid Military Leave.

• Tuition Reimbursement.

• Competitive wages.

• Bonus earnings.