Entry Level Insurance Sales

The Juris Agency; Buford (GA); On-site; USD 35,000 - 70,000; Full time

Benefits offered by this job

PTO

Flexible schedule

Health insurance

Mon-Fri schedule

Retirement plan

Licensing assistance

Warm leads

Job summary

Chrissy Pulliam's American Family Insurance agency in Buford, GA is seeking an Insurance Sales Advisor. Training will be provided even if you lack prior insurance experience.

You will build real relationships with clients, guide them through quotes, and convert opportunities into bindable business. You will manage a sales pipeline, meet activity goals, document interactions in the CRM, and collaborate with the team on campaigns and renewals.

Qualifications

• Active Property & Casualty (P&C) license in good standing.
• Strong phone communication skills with a customer-focused mindset.
• Experience documenting customer interactions in a CRM/agency system.
• Ability to multi-task, prioritize, and manage high follow-up activity.
• Proficiency with Excel and basic office software.

Responsibilities

• Follow up with home/auto quotes via phone/text/email; convert to bound business.
• Recapture lost opportunities; re-quote and present updated options.
• Conduct needs-based conversations to identify coverage gaps and recommend multi-line solutions.
• Generate leads through community outreach and turn them into quoting opportunities.
• Prepare and present quotes; explain coverages and pricing clearly; guide next steps.

Skills

Active P&C license

Phone communication

CRM documentation

Data entry

Multitasking

Tools

CRM software

Microsoft Excel

Job description

Job Description

Chrissy Pulliam's American Family Insurance agency in Buford, GA is hiring an Insurance Sales Advisor. Our team comes from a range of backgrounds, all focused on serving our clients well. No insurance experience? No problem, we'll train you from day one. You'll build real relationships with clients and grow your career along the way.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Mon-Fri Schedule
• Retirement Plan
• Licensing Assistance
• Warm Leads

Responsibilities

• Contact customers and prospects by phone/text/email to follow up on home and auto quotes not sold, answer questions, overcome objections, and convert to bindable business.
• Run a disciplined recapture process for lost opportunities (lapsed, canceled, went elsewhere), re-quote when appropriate, and present updated options to win the business back.
• Conduct needs-based conversations to identify coverage gaps, recommend appropriate coverages, and offer multi-line solutions (home/auto bundles, additional vehicles, umbrellas if applicable).
• Generate and qualify new leads through community-based outreach (local groups, events, small business/community relationships) and turn them into quoting opportunities—no travel required (phone-first approach).
• Accurately prepare and present quotes, explain coverages and pricing clearly, and guide customers through next steps to close.
• Manage a pipeline of prospects and follow-ups; meet daily/weekly activity goals (calls, appointments, quotes, conversion).
• Maintain accurate documentation of all customer interactions in the CRM/agency management system and ensure timely follow-up.
• Coordinate with the agent/agency team to support marketing campaigns, lead lists, renewal conversations, and service-to-sales handoffs.
• Ensure all sales activity aligns with licensing requirements, carrier/underwriting guidelines, and required disclosures.

Requirements

• Active Property & Casualty (P&C) license required on start date (must be in good standing).
• Previous office/administrative experience in a professional setting.
• Strong computer skills, including:
• Accurate typing/data entry
• Proficiency with Microsoft Excel (basic spreadsheets, sorting/filtering) and Microsoft Office
• Ability to multitask, prioritize, and manage a high volume of follow-up activity in a fast-paced environment.
• Strong phone communication skills and comfort making consistent outbound calls.
• Customer-focused mindset with strong listening, problem-solving, and objection-handling skills.
• High attention to detail and ability to document work accurately in a CRM/agency management system.
• Dependable, punctual, and able to work independently while collaborating with a team.
• Professional written communication skills (email/text) and follow-through.