Insurance Sales Representative

Metzwood; New York (NY); Hybrid; USD 52,000 - 80,000; Full time

Benefits offered by this job

PTO

Health Insurance

Hands on Training

Retirement Plan

Flexible Schedule

Life Insurance

Disability Insurance

Parental Leave

Career Growth Opportunities

Paid Volunteer Time

Work from Home

Home Office Equipment Provided

Paid Holidays

Mon-Fri Schedule

50% New Business Commission

10% Renewal Commission on your book of

25% first year commission on insurance

Health Insurance Plan for Family

Job summary

MetzWood Insurance is seeking a Personal Lines Sales Agent to grow a book of personal insurance business. You will handle inbound leads and generate new opportunities through prospecting and networking, then present tailored coverages for home, auto, umbrella, and more.

You’ll work in a hybrid role based in Chatham or Hudson, with a Monday–Friday 8:00 AM–4:30 PM schedule and strong collaboration with underwriters and the Personal Lines Manager.

Qualifications

• Current Property & Casualty license or ability to obtain within 60 days.
• 1–3 years of experience in personal lines or a related sales role.
• Proficiency with Microsoft Office, Applied Epic, and comparative rater systems.

Responsibilities

• Convert inbound leads and generate new business through outreach and networking.
• Use a consultative sales approach to identify client needs and recommend the right coverage.
• Prepare quotes and proposals for home, auto, umbrella, and other personal lines products.
• Collaborate with underwriters and team to ensure proper account placement.
• Attend local networking events to build relationships and generate opportunities.
• Maintain detailed records in company systems and participate in sales initiatives.

Skills

Outbound prospecting

Relationship building

Consultative selling

Communication skills

Multitasking

Organizational skills

Sales experience

Education

Property & Casualty license

Tools

Applied Epic

Comparative rater systems

Microsoft Office

Job description

Job Description

MetzWood Insurance is seeking a motivated and professional Personal Lines Sales Agent to join our growing team. This role is ideal for someone who thrives on building relationships, identifying client needs, and delivering tailored insurance solutions.

As part of our Personal Insurance Department, you’ll handle a mix of inbound leads and self-generated opportunities through prospecting and networking. Once coverage is bound and applications are complete, accounts transition to our dedicated service team—allowing you to focus on growth and new business development.

This full-time, hybrid position will be primarily based in either our Chatham or Hudson Offices, Monday through Friday from 8:00 AM to 4:30 PM.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Hands on Training
• Retirement Plan
• Flexible Schedule
• Life Insurance
• Disability Insurance
• Parental Leave
• Career Growth Opportunities
• Paid Volunteer Time
• Work from Home
• Home Office Equipment Provided
• Paid Holidays
• Mon-Fri Schedule
• 50% New Business Commission
• 10% Renewal Commission on your book of business
• 25% first year commission on insurance written with commercial lines department
• Health Insurance Plan for Family with premiums 100% Paid by MetzWood

Responsibilities

• Convert inbound leads and generate new business through outbound outreach and networking.
• Use a consultative sales approach to identify client needs and recommend the right coverage.
• Prepare quotes, proposals, and presentations for home, auto, umbrella, and other personal insurance products.
• Collaborate with underwriters and the Personal Lines Manager to ensure proper account placement.
• Attend local networking functions, chamber of commerce events, and community activities to build relationships and generate new business opportunities. Those activities may often occur outside of normal business hours.
• Maintain detailed and accurate records in Applied Epic and related systems.
• Participate in departmental meetings and contribute to sales initiatives.

Requirements

• Current Property & Casualty license (or ability to obtain within 60 days).
• Minimum of 1–3 years of experience in personal lines or a related sales role.
• Proficiency with Microsoft Office (Word, Excel, Outlook), Applied Epic, and comparative rater systems.
• Strong written and verbal communication skills.
• Driven, professional, goal-oriented.
• Organized multitasker with exceptional attention to detail.
• Adaptable and confident in managing both inbound and outbound opportunities.