Insurance Sales Representative

MetzWood Insurance; Town of Chatham (NY); On-site; USD 45,000 - 75,000; 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

Volunteer Time

Work from Home

Home Office Equipment Provided

Paid Holidays

Mon-Fri Schedule

New Business Commission

Renewal Commission

First Year Commission

Family Health Plan

Job summary

MetzWood Insurance seeks a Personal Lines Sales Agent to join our growing team. The role is hybrid, based in Chatham or Hudson, with 8:00 AM–4:30 PM hours, handling inbound leads and prospecting for new business.

You will work with underwriters and the Personal Lines Manager to place accounts and grow the book. Requirements include a Property & Casualty license (or ability to obtain within 60 days) and 1–3 years of personal lines sales experience, plus proficiency with Applied Epic and MS

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 (Word, Excel, Outlook), Applied Epic, and comparative rater systems.
• Strong written and verbal communication skills.
• Organized multitasker with exceptional attention to detail.

Responsibilities

• Convert inbound leads and generate new business through outbound outreach and networking.
• Use a consultative sales approach to identify client needs and recommend 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 and community events to build relationships and generate opportunities.
• Maintain detailed records in Applied Epic and related systems.
• Participate in departmental meetings and contribute to sales initiatives.

Skills

Property & Casualty license

1–3 years sales experience

Strong communication

Organized multitasker

Tools

Applied Epic

MS Office

Comparative Rater systems

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.