Personal Lines Insurance Advisor & Growth Partner

connerins; Fort Wayne (IN); On-site; USD 50,000 - 70,000; Full time

Job summary

Connerins in Indiana seeks a Personal Lines Advisor to drive new client acquisitions, service accounts and retain Personal insurance customers. You will coordinate marketing, prospecting, and CRM activities while guiding clients through quotes and policy choices.

The role emphasizes relationship-building, knowledge of personal lines (home/auto/life) and collaboration with carriers to obtain best rates. Strong communication and organizational skills are essential.

Qualifications

• Prefer bachelor’s degree or at least an Associate’s degree or equivalent from two-year College or technical school.
• High school diploma or equivalent is required.
• Prefer a minimum of one year of related industry experience and/or training.
• Maintain a current Indiana Property & Casualty Insurance license.

Responsibilities

• Develop and implement marketing strategy for new sales leads.
• Network within appropriate industry groups identified as prospecting targets.
• Update CRM database consistently and frequently with prospecting.
• Build and maintain a prospect pipeline that meets objectives laid out by sales manager.
• Establish meaningful relationships with the intention of earning their business.
• Actively solicit and process additional lines of coverages for all accounts.
• Work to ensure retention goals are met.
• Counsel and guide the Client throughout the entire process as main contact.
• Evaluate market by pulling quotes from carriers and negotiate to get best rates.
• Educate and advise on coverages and available plans.
• Challenge assumptions to consider issues in client’s best interest.
• Evaluate opportunities and risks to articulate defensible options.
• Handle complex accounts.
• Liaise between Client and Insurance Companies/Partners to resolve service problems.
• Respond to Client needs in a timely, professional, helpful and courteous manner.
• Meet service standards in all circumstances.
• Follow up with Clients to ensure needs are met.
• Maintain confidential information.
• Proficient in Personal Insurance marketplace and associated coverages.
• Continually develops industry knowledge via seminars and conferences.
• Identify trends and explain them to Clients.
• Understand contracts, carrier products, and underwriting guidelines.
• Help build strong, engaged teams and manage renewals effectively.
• Lead and support Account Managers and facilitate client communications.
• Address gaps in team expertise and improve workflows.

Skills

MS Office

Adobe Acrobat

Organization

Communication

Phone etiquette

Independent work

CRM collaboration

Education

Bachelor’s or Associate’s degree

Tools

CRM software

Job description

Connerins in Indiana seeks a Personal Lines Advisor to drive new client acquisitions, service accounts and retain Personal insurance customers. You will coordinate marketing, prospecting, and CRM activities while guiding clients through quotes and policy choices.

The role emphasizes relationship-building, knowledge of personal lines (home/auto/life) and collaboration with carriers to obtain best rates. Strong communication and organizational skills are essential.