Personal Insurance Advisor - New Business Growth

RELIABLE FAMILY INSURANCE - Allstate Insurance

Indianapolis (IN)

On-site

USD 95,000 - 130,000

Full time

3 days ago
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Benefits offered by this job

Bonus based on performance
Competitive salary
Paid time off
Training & development

Job summary

RELIABLE FAMILY INSURANCE - Allstate Insurance is seeking a results-driven Personal Insurance Advisor in Indianapolis to grow new business and manage end-to-end sales. You will identify opportunities, quote, bind coverage, and educate clients on options while maintaining strong relationships.

The role rewards a confident communicator with sales skills, a customer-first mindset, and the ability to work independently through prospecting, closing, and ongoing client support.

Qualifications

  • Prior insurance sales or personal lines experience preferred.
  • Active Property & Casualty license preferred/required.
  • Strong communication, negotiation, and relationship-building skills.
  • Proven ability to prospect, follow up, and close sales.
  • Self-motivated and comfortable working independently.
  • Organized, detail-oriented, and able to manage multiple opportunities at once.
  • Professional, positive, and customer-focused attitude.
  • Comfortable working with insurance technology, CRM systems, and agency management software.

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 excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
  • Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
  • Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation.
  • Present policies to insured and educate them on coverages and rates.
  • Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
  • Support and prepare clients for renewal and retention, and maintain strong client relationships.
  • Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

Skills

Insurance sales
Communication
Negotiation
Relationship-building
Prospecting
Follow-up
Self-motivated
Organized
Attention to detail
Customer-focused
CRM proficiency
Ambition

Tools

CRM systems
Agency management software

Job description

RELIABLE FAMILY INSURANCE - Allstate Insurance is seeking a results-driven Personal Insurance Advisor in Indianapolis to grow new business and manage end-to-end sales. You will identify opportunities, quote, bind coverage, and educate clients on options while maintaining strong relationships.

The role rewards a confident communicator with sales skills, a customer-first mindset, and the ability to work independently through prospecting, closing, and ongoing client support.

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