Personal Lines Agent

The Jonus Group; Caldwell (ID); On-site; USD 42,000 - 64,000; Full time

Job summary

The Jonus Group in Caldwell, ID is seeking a motivated Personal Lines Agent to join our growing team. You will assist clients in identifying and securing auto, home, and umbrella insurance tailored to their needs.

The ideal candidate holds a P&C license and has 1–3 years of Personal Lines experience, with strong communication and CRM/software skills. You will collaborate with teammates to meet client goals.

Qualifications

• Active P&C license required.
• 1–3 years in Personal Lines sales/service.
• Strong written and verbal communication skills.
• Excellent customer service and relationship-building abilities.

Responsibilities

• Assist clients in selecting auto, home, and umbrella policies.
• Build lasting client relationships with timely responses.
• Conduct needs assessments and advise on coverage options.
• Sell and renew personal lines policies while complying with guidelines.
• Maintain knowledge of products and regulatory updates.
• Analyze client portfolios to identify coverage gaps.
• Follow up on leads and referrals to foster loyalty.
• Participate in training and professional development.
• Maintain records using the company CRM system.
• Collaborate with internal teams to promote shared expertise.

Skills

Personal lines knowledge

Written & verbal communication

Customer service

Analytical skills

Attention to detail

Tools

Insurance software

CRM systems

Microsoft Office

Job description

Job Summary

Seeking a motivated and detail-oriented Personal Lines Agent to join a growing team. This role involves providing exceptional service and insurance expertise to clients by assisting individuals and families in identifying and securing personal insurance coverage tailored to their unique needs. The ideal candidate will possess strong communication skills, a commitment to client satisfaction, and a proven ability to thrive in a fast-paced, team-oriented environment.

Job Description

Personal Lines Agent

Responsibilities

• Assist clients in understanding and selecting appropriate personal insurance products, including auto, home, and umbrella insurance.
• Build strong, lasting relationships with clients by providing outstanding customer service and timely responses to inquiries or claims.
• Conduct needs assessments and advise clients on personal lines coverage options based on their individual circumstances.
• Sell and renew personal lines insurance policies while ensuring compliance with state and company guidelines.
• Demonstrate expert knowledge of insurance products and maintain compliance with regulatory updates.
• Analyze existing client portfolios to identify potential coverage gaps or additional insurance solutions.
• Proactively follow up on leads and referrals while fostering long-term client loyalty.
• Participate in ongoing training and professional development to remain fully informed on personal lines insurance practices and products.
• Maintain accurate records of client interactions, policy information, and recommendations using the company’s CRM system.
• Collaborate with internal teams to promote a culture of shared expertise and continuous improvement.

Qualifications/Requirements

• Licensure: Holds an active P&C (Property and Casualty) insurance license.
• Experience: Minimum of 1-3 years of experience as a Personal Lines Agent or in a similar insurance sales/service role.
• Skills:
  • Strong knowledge of personal insurance products and policy structures.
  • Excellent written and verbal communication skills.
  • Superior customer service and relationship-building abilities.
  • Strong analytical and problem-solving skills with meticulous attention to detail.
• Technology: Proficiency in insurance management software and CRM systems; good command of Microsoft Office Suite (Word, Excel, Outlook).
• Demonstrated ability to work independently and within a team.
• Passionate about delivering client-centered solutions while achieving sales goals.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.