Personal Lines Insurance Advisor

Patriot Growth Insurance Services; Taunton (MA); Hybrid; USD 45.000 - 50.000; Vollzeit

Benefits dieser Stelle

Medical benefits

Mental health support

Disability insurance

Parental leave

PTO with flexible accrual

401(k) company match

Employee assistance program

Zusammenfassung

Patriot Growth Insurance Services in Taunton, MA, is hiring a Personal Lines Sales Executive to advise clients on home, auto, and personal asset coverage. You will generate new business, consult with clients, and present tailored proposals while maintaining accurate client records in Epic.

Ideal candidates have 2+ years sales experience, 1 year P&C insurance, and an active MA license, with strong communication and relationship-building skills in a hybrid, full-time environment.

Qualifikationen

• 2+ years of experience in a business development or sales role.
• Minimum of 1 year of experience within the Property & Casualty insurance industry.
• Active Massachusetts Property & Casualty Insurance License
• High school diploma or GED
• Strong verbal and written communication skills
• Proficiency with Microsoft Office Suite
• Ability to build and maintain effective working relationships with clients, carrier partners, and colleagues
• Authorization to work in the United States without sponsorship

Aufgaben

• Generate new business opportunities through referrals, marketing initiatives, community engagement, and centers of influence.
• Consult with clients and prospects to identify risks, explain coverage options, and recommend personalized insurance solutions.
• Create compelling insurance proposals and deliver effective sales presentations that drive new business growth.
• Strengthen client relationships by identifying account rounding opportunities and connecting clients with additional products and services.
• Partner with carrier representatives to evaluate policy options and secure competitive coverage solutions.
• Maintain accurate documentation, applications, and client records within the Epic Agency Management System to support operational excellence.

Kenntnisse

Relationship building

Consultative sales

Prospecting

Verbal communication

Written communication

Organization

Ausbildung

High school diploma or GED

Associate degree in Sales, Business Administration, Marketing, or related field

Tools

Epic Agency Management System

Microsoft Office Suite

Jobbeschreibung

Patriot Growth Insurance Services in Taunton, MA, is hiring a Personal Lines Sales Executive to advise clients on home, auto, and personal asset coverage. You will generate new business, consult with clients, and present tailored proposals while maintaining accurate client records in Epic.

Ideal candidates have 2+ years sales experience, 1 year P&C insurance, and an active MA license, with strong communication and relationship-building skills in a hybrid, full-time environment.