Personal Lines Inside Sales (Private Client Group Agent)

Impact Performance Team; Edmonds (WA); Remote; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Paid time off

Paid continuing education

Job summary

FirstMark is seeking a Private Client Group Agent to join a growing team of licensed professionals. You will work with the Corporate Lead team to manage warm internal leads, bind new business, and grow your client book.

The role offers a base salary of $50,000 with commissions on new business and add-ons, plus mentorship and full benefits. You can work nationwide, but you must align to PST business hours and regulatory requirements.

Qualifications

• 2+ years of insurance sales in a client-facing role.
• Current P&C license.
• Able to work PST hours (8-5, M-F) and multi-task in a fast-paced environment.

Responsibilities

• Manage a minimum of 5 warm internal lead calls per week from intake to binding their business.
• Manage assigned policies and add or round out coverage for clients.
• Work referrals from agency owners to grow book of business.
• Build and maintain strong client relationships to ensure satisfaction and repeat business.
• Follow up consistently and professionally with prospects.
• Analyze customer needs and recommend appropriate products or services.
• Utilize CRM and automation tools to manage opportunities efficiently.
• Stay current on DOI regulations and agency compliance requirements.
• Learn proven sales processes to improve close ratios and retention.
• Work independently while receiving coaching and support from leadership.

Skills

Sales experience

P&C license

Client relationships

Lead handling

Tools

CRM software

Job description

Our client is a growing, thriving, independent insurance agency licensed in 39 states with more than 20 carrier partners. Their focus is not just to provide insurance - but to protect what matters most to their clients: family, business, and their future. The agency makes it their top priority to safeguard the client's family and business as thoughtfully and intentionally as they would their own. They believe every client deserves to feel confident about their coverage, and that starts with the strength of their team. Their licensed professionals build lasting client relationships around three things: the right coverage, the best price, and world-class service. Agency staff are supported by a team with deep industry expertise, real mentorship, and the resources to succeed. The agency is looking for individuals who want to build a stable, meaningful career doing work that genuinely helps people protect what matters most.

Role Overview

We are seeking a highly motivated Personal Lines professional to join our growing team. As a Private Client Group Agent, you will work with our Corporate Lead team to manage and follow up on warm internal leads. The ideal candidate has a genuine passion for sales, strong expertise in commercial lines insurance, and takes real pride in being the reason a client trusts FirstMark with their insurance needs.

Your key responsibilities may include:

• Managing a minimum of 5 warm internal lead calls per week; taking them from intake call all the way through binding their business
• Managing assigned policies in the FirstMark book of business; adding and rounding out coverage for clients
• Working referrals from agency owners
• 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
• Working independently while receiving coaching and support from leadership

• Minimum of 2 years of insurance sales experience in a client-facing role
• Must have a current P&C insurance license
• May be located anywhere nationwide but must be able to work PST hours (8-5, M-F)
• Ability to multi-task and work in a fast paced role
• Organized and proactive

This role starts with:

• Base salary of $50,000
• Commission: 40% on new business, 25% on add-on coverage and agency owner referral business
• Individualized mentorship to help grow your career
• Medical Insurance
• Dental Insurance available
• Vision Insurance available
• 401(k) with company match
• Paid time off
• Paid continuing education