Personal Lines Sales Executive (Hybrid) jobs in United States
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Patriot Growth Insurance Services, LLC · 3 months ago

Personal Lines Sales Executive (Hybrid)

FBinsure, a division of Patriot Growth Insurance Services, is a family-run independent insurance agency specializing in property and casualty insurance solutions. The Personal Lines Sales Executive will be responsible for tailoring insurance solutions to clients' needs, developing leads, educating clients on coverage options, and managing new business sales.

Employee BenefitsInsuranceProperty Insurance
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Responsibilities

Develop leads and prospects through marketing efforts, centers of influence, and referral opportunities
Identify, educate, and assist insureds regarding exposures, coverages, and exclusions
Prequalify insurance prospects for insurability and quality of risk
Create insurance proposals and make sales presentations to prospective and existing clients on new business
Refer clients to other departments for products in commercial lines and financial services
Complete and submit applications and related documentation to appropriate insurance markets
Consult with prospects on proper insurance coverages and if a group account, advise of program benefits
Handle all non-Producer generated new business sales in a timely and accurate manner
Educate clients concerning agency payment expectations and cancellation procedures
Prepare and deliver binders to insureds
Maintain Epic Agency Management system files accurately in accordance with agency guidelines

Qualification

Property & Casualty licenseBusiness development experienceSales presentationsMicrosoft Office SuiteInterpersonal skillsCommunication skillsTeam collaboration

Required

2+ years of experience in a business development/sales function
Minimum of 1 year of experience in the Property and Casualty Insurance industry
Active Massachusetts Property & Casualty insurance license
High school diploma or GED
Work from home/hybrid option is available if sales goals are maintained
Excellent interpersonal and communication skills (both oral and written)
Proficient with use of Microsoft Office Suite and products
A passion for being part of a team that drives our company to industry leadership
Ability to establish and maintain effective working relationships with both peers and clients
Authorized to work in the U.S. without sponsorship

Preferred

Associates degree in Sales, Business Administration, Marketing or similar

Benefits

Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid Parental Leave
Paid holidays
Personalized PTO
401 (k)

Company

Patriot Growth Insurance Services, LLC

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Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.

Funding

Current Stage
Late Stage
Total Funding
$500M
Key Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing

Leadership Team

J
Jeff Wood
SVP, Premier Client Practice Leader
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Ian Larson
President, Individual Health
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Company data provided by crunchbase