Personal Lines Inside Sales

Impact Performance Team; Oxford (CT); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan with company match

401(k)

Paid time off

Job summary

Impact Performance Team is seeking a highly motivated Inside Sales professional to own all inbound Personal Lines new business opportunities. The role targets Personal Lines & High Net Worth clients, requires license and can handle multiple leads with EPIC software, delivering service and solutions across the USA.

The candidate should be organized, proactive, and professional, with 5+ years of P&C sales experience and a current license.

Qualifications

• Minimum of 5 years of personal lines P&C sales experience in a client-facing role.
• Must have a current P&C insurance license.
• Experience with High Net Worth clientele a plus.
• Experience with EPIC software.

Responsibilities

• Working inbound leads through the sales process, from intake call through binding their business.
• Working referrals from existing clients and other producers.
• Building and maintaining strong relationships with clients, ensuring customer satisfaction and repeat business.
• Following up consistently and professionally with prospects.
• Analyzing customer needs and recommend appropriate products or services.
• Utilizing the agency’s CRM and automation tools to manage opportunities efficiently.
• Staying current on DOI regulations and agency compliance requirements.
• Learning proven sales processes that improve close ratios and long-term retention.
• Quoting & marketing new business.

Skills

Personal Lines P&C sales

CRM management

Multi-tasking

High Net Worth clients

Tools

EPIC software

Job description

About Our Client
Our client is a well-established independent insurance agency based out of Oxford, CT, and serving clients across the USA. With a strong reputation for performance and client service excellence, the agency offers both personal and commercial insurance solutions. The team culture is built on professionalism, accountability, and community involvement, creating an environment where high performers thrive and long term careers are built.

Role Overview

We are seeking a highly motivated Personal Lines professional to join our growing team. In the Inside Sales role, you will have ownership of all inbound new business opportunities for the Personal Lines department. The ideal candidate has strong expertise in Personal Lines & High Net Worth clientele, takes pride in finding solutions, is organized, can handle multiple leads and opportunities at one time, and strives to be the reason a client trusts this agency with their insurance needs.

Your key responsibilities may include:

• Working inbound leads through the sales process, from intake call through binding their business

• Working referrals from existing clients and other producers

• Building and maintaining strong relationships with clients, ensuring customer satisfaction and repeat business

• Following up consistently and professionally with prospects

• Analyzing customer needs and recommend appropriate products or services

• Utilizing the agency’s CRM and automation tools to manage opportunities efficiently

• Staying current on DOI regulations and agency compliance requirements

• Learning proven sales processes that improve close ratios and long-term retention

• Quoting & marketing new business

• Minimum of 5 years of personal lines P&C sales experience in a client-facing role

• Must have a current P&C insurance license

• Experience with High Net Worth clientele a plus

• Experience with EPIC software

• Ability to multi-task and work in a fast paced role

• Organized and proactive

• Strong professionalism and ethical standards

• Consistent follow through on deadlines meetings and client commitments

• Estimated first year total compensation $70,000 - $85,000

  • Base Salary starting at $60,000+ depending on experience
  • Commission on new business
  • Bonus opportunities

• Health insurance

• Dental insurance

• Vision insurance

• Retirement plan with company match

• 401(k)

• Paid time off