Personal Lines Sales Consultant jobs in United States
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Henderson Brothers, Inc. · 2 months ago

Personal Lines Sales Consultant

Henderson Brothers, Inc. is a family-owned insurance brokerage firm dedicated to exceptional service. They are seeking a Personal Lines Sales Consultant to achieve new business goals through prospecting and networking, manage the renewal process, and deliver concierge-level client service.

BankingFinancial ServicesHealth InsuranceInsurance
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Comp. & Benefits

Responsibilities

Achieve new business goals through prospecting and networking
Expand personal insurance book of business
Manage renewal process
Deliver concierge-level client service
Engage with community and professional organizations to expand visibility and referral opportunities
Serve as the primary point-of-contact for assigned clients
Educate clients on policy features, coverage options, and renewal strategies
Conduct annual stewardship meetings
Maintain upkeep of client correspondence and documentation in agency management system

Qualification

Property & Casualty licensePersonal insurance knowledgeSales experienceMicrosoft Office proficiencyRelationship management

Required

Property & Casualty license required
3+ years managing a personal insurance book of business
2+ years of successful sales experience, preferably within the insurance industry
Extensive knowledge of personal insurance underwriting and claims
Understanding of tax and legal implications of Personal Lines products
Proficient in Microsoft Office (Word, PowerPoint, Excel)

Preferred

Bachelor's Degree preferred
Epic or Applied Solutions exposure preferred

Benefits

Comprehensive benefits
Sizable time-off allotment
4% 401(k) company match
Tuition reimbursement
Student loan relief
Flexible work schedules
Paid holidays

Company

Henderson Brothers, Inc.

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Henderson Brothers is a leading independent insurance, employee benefits, retirement plan consulting and personal money management firm headquartered in Pittsburgh, Pennsylvania.

Funding

Current Stage
Growth Stage

Leadership Team

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William Beale, AIF®
Chief Operating Officer
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Company data provided by crunchbase