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Role Description

Our client is seeking a P&C licensed, dedicated, and proactive Personal Lines Sales Agent to join their team.

• Develop and maintain strong relationships with clients, acting as their primary point of contact for all personal insurance matters.
• Understand clients' unique insurance needs, financial situations, and risk profiles to provide tailored recommendations.
• Review and analyze clients' existing insurance policies to identify coverage gaps and potential areas for improvement.
• Collaborate with clients to determine their changing insurance needs, life events, and other relevant factors.
• Present and explain insurance coverage options to clients, offering clear explanations of benefits, limitations, and costs.
• Advise clients on policy enhancements, endorsements, and discounts that align with their individual requirements.
• Prepare accurate insurance quotes and proposals based on clients' needs and preferences.
• Ensure timely delivery of quotes, addressing any client questions or concerns.
• Facilitate the issuance of insurance policies, ensuring all necessary paperwork and documentation are completed accurately and efficiently.
• Maintain comprehensive records of client interactions, policy changes, and communications.
• Proactively manage policy renewals, reviewing coverage and pricing to ensure continued client satisfaction.
• Collaborate with clients to update policy information, address changes, and recommend adjustments as needed.
• Assist clients in reporting and navigating insurance claims, acting as a liaison between clients and insurance carriers to streamline the claims process.
• Stay updated on industry trends, regulations, and changes in insurance products and services.
• Continuously improve your understanding of insurance products to better serve clients' evolving needs.

Qualifications

• Active P&C License
• Relevant insurance certifications or licenses (if required by state regulations).
• Previous experience in personal lines insurance, account management, or customer service.
• Strong understanding of insurance products, coverage types, and industry practices.
• Proficient in insurance management software and Microsoft Office Suite.

Benefits

• Competitive salary: $42-48k
• Comprehensive benefits package
• Professional development opportunities and training.
• Supportive and inclusive work environment.

Company Description