Personal Lines Inside Sales

Impact Performance Team; Town of Oxford; Sur place; CAD 100 000 - 121 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Retirement plan with company match

401(k)

Paid time off

Résumé du poste

Impact Performance Team seeks an experienced Inside Sales professional for Personal Lines. You will own all inbound new business opportunities, working with high net worth clients and leveraging EPIC to manage opportunities from intake to binding.

The role requires at least 5 years in personal lines P&C sales, a current P&C license, and the ability to multi-task in a fast-paced environment. Competitive compensation includes base salary, commissions, and benefits.

Qualifications

• Minimum 5 years of personal lines P&C sales in a client-facing role.
• Must have a current P&C insurance license.
• Experience with EPIC software.
• Experience with High Net Worth clientele a plus.
• Ability to multi-task and work in a fast-paced role.
• Organized and proactive with strong professionalism and ethics.
• Consistent follow-through on deadlines and client commitments.

Responsabilités

• Work inbound leads from intake through binding their business.
• Handle referrals from existing clients and other producers.
• Build and maintain relationships to ensure customer satisfaction and repeat business.
• Follow up consistently and professionally with prospects.
• Analyze customer needs and recommend appropriate products.
• Utilize CRM and automation tools to manage opportunities efficiently.
• Stay current on regulations and agency compliance requirements.
• Learn proven sales processes to improve close ratios and retention.
• Quote and market new business.

Connaissances

Personal lines sales

Client-facing

Multi-tasking

Professionalism

Ethical standards

Formation

P&C license

Outils

EPIC software

Description du poste

About Our Client

Our client is a well-established independent insurance agency based out of Oxford, CT, and serving clients across the USA. With a strong reputation for performance and client service excellence, the agency offers both personal and commercial insurance solutions. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built.

Role Overview

We are seeking a highly motivated Personal Lines professional to join our growing team. In the Inside Sales role, you will have ownership of all inbound new business opportunities for the Personal Lines department. The ideal candidate has strong expertise in Personal Lines & High Net Worth clientele, takes pride in finding solutions, is organized, can handle multiple leads and opportunities at one time, and strives to be the reason a client trusts this agency with their insurance needs.

Your key responsibilities may include:

• Working inbound leads through the sales process, from intake call through binding their business
• Working referrals from existing clients and other producers
• Building and maintaining strong relationships with clients, ensuring customer satisfaction and repeat business
• Following up consistently and professionally with prospects
• Analyzing customer needs and recommend appropriate products or services
• Utilizing the agency's CRM and automation tools to manage opportunities efficiently
• Staying current on DOI regulations and agency compliance requirements
• Learning proven sales processes that improve close ratios and long-term retention
• Quoting & marketing new business

• Minimum of 5 years of personal lines P&C sales experience in a client-facing role
• Must have a current P&C insurance license
• Experience with EPIC software
• Experience with High Net Worth clientele a plus
• Ability to multi-task and work in a fast paced role
• Organized and proactive
• Strong professionalism and ethical standards
• Consistent follow through on deadlines meetings and client commitments

• Estimated first year total compensation $70,000 - $85,000
  • Base Salary starting at $60,000+ depending on experience
  • Commission on new business
  • Bonus opportunities
• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan with company match
• 401(k)
• Paid time off