W3Global ยท 3 weeks ago
Personal Lines Insurance Agent
United States
Full-time
Remote
New Grad, Entry Level
0+ years expW3Global is an independent insurance agency that offers flexibility, stability, and strong earning potential. The Personal Lines Producer is responsible for maintaining and maximizing profitable relationships with personal lines clients and growing the book of business through new client sales.
ConsultingRecruitingStaffing Agency
Responsibilities
Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication
Foster and maintain strong relationships with clients and prospects through regular follow-ups, accurate and timely quotations, and general account support
Anticipate, respond to, and follow up on all client needs
Actively prospect round accounts, pursue coverage increases for existing clients, and network to generate new business, including win-backs
Obtain the best coverage and rates for insureds; process quotes and bind coverage; follow up on inspections, photos, and required documentation as needed
Present policies to clients and educate them on coverages and pricing
Support renewal and retention efforts while maintaining long-term client relationships
Monitor, review, and report on key performance metrics to ensure sales goals are achieved, and maintain accurate sales documentation
Collaborate with team members, mentor staff when appropriate, provide expertise, and participate in meetings as needed
Maintain required continuing education and stay informed on industry trends, products, legislation, coverages, and technology to continuously enhance performance
Qualification
Required
Active insurance license as required by the State of Indiana
Minimum of 6 months of personal lines insurance account management experience
High School Diploma or equivalent
Valid driver's license and reliable transportation
Strong knowledge of insurance products, underwriting, rating procedures, coverages, and industry operations
Proven sales success with strong presentation, persuasion, negotiation, and closing skills
Customer-focused, relationship-driven, and professionally assertive
Excellent organizational, time management, and decision-making skills with minimal supervision
Strong written and verbal communication skills
Ability to thrive in a team-oriented environment
Technology and computer proficiency, including agency management systems
Benefits
Competitive Pay
Professional Development
Job Stability in a Growing Industry
Flexible Work-from-Home Options Available
Company
W3Global
W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Sridhar Venkatesan
CEO
Company data provided by crunchbase