Personal Lines Sales Agent

ALKEME Insurance; Frisco (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

ALKEME Insurance in Frisco, TX is seeking a Personal Lines Sales Agent to drive new business and deliver exceptional client experiences. You will engage prospects, present quotes, overcome objections, and close sales while upholding agency standards.

You will manage all prospects in our CRM (Salesforce or comparable), understand products from varying markets, and collaborate with the agency team to meet monthly targets.

Qualifications

• Minimum 1–2 years of Personal Lines insurance sales experience.
• Active Property & Casualty Broker/Agent license required.
• Ability to explain insurance options and close new business.

Responsibilities

• Drive sales and client acquisition through prospect communication.
• Prepare quotes, overcome objections and close sales.
• Maintain prospects in the agency CRM with accurate records.
• Learn products offered by various insurance markets and carriers.
• Pursue referral opportunities and maintain monthly sales goals.

Skills

Sales experience

CRM management

Communication skills

Phone skills

Organizational skills

Microsoft Office

Education

High school diploma

Associate's or Bachelor's degree preferred

Property and Casualty license

Tools

Salesforce

Applied Epic

Job description

Job Description: Personal Lines Sales Agent

Job Title: Personal Lines Sales Agent

Location: Stonebriar Insurance -- Frisco, TX 75034

Reports to: Agency Leader or Executive Vice President

Department:Sales, Personal Lines

FLSA Status: Non-Exempt

Job Purpose

The Personal Lines Sales Agent is responsible for communicating with prospects to gather information, find the best insurance option, overcome objections, and close new business for the agency.

This role involves managing all sales prospects via our CRM as well as upholding our Agency Standards when issuing new policies. The ideal candidate will have a solid background in explaining and selling Personal Lines insurance coverages, demonstrating excellent communication skills, and delivering an outstanding customer experience.

Key Responsibilities

1. Sales and Client Acquisition

• Effectively communicate with prospects to build relationships and earn trust.


• Provide prospects and clients with a professional experience.


• Prepare personalized insurance quotes, overcome objections, and close sales.


• Learn and understand the products the various insurance markets/carriers offer.


• Pursue referral opportunities.


• Manage all prospects and sales via the agency’s CRM (Salesforce).

2. Professional and Personal Skills

• Great listening and closing skills.


• Strong understanding of various insurance markets/carriers and their respective risk appetites.


• Proven ability to handle a high volume of sales opportunities.


• Ability to explain the differences in products and why one provides more value.


• Strong computer skills with the ability to learn and multitask within multi-rater systems.


• Willingness to prioritize tasks to meet or exceed monthly goals.


• Organized, structured, and punctual.


• Proficient with Microsoft Word, Excel, and Outlook.


• Friendly voice and pleasant tone over the phone and in person.

Qualifications

Education & Experience

• A high school diploma required; an Associate’s or Bachelor’s degree is preferred.


• Must have 1-2 years of Personal Lines insurance sales experience, preferably at an independent brokerage


• An active Property and Casualty Broker/Agent license is needed=

Knowledge, Skills & Abilities

• Ability to work independently and meet sales goals.


• Excellent interpersonal and relationship-building skills.


• Strong organizational and time management skills.


• Proficiency with Microsoft Office and a CRM, preferably Salesforce or Applied Epic.

Working Conditions

• Work is primarily office-based with extended periods of computer and phone use.


• Must be able to pull or lift up to 15 pounds at times.


• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.