Personal Lines Sales Agent

MetzWood Insurance; Town of Chatham (NY); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health Insurance Plan for Family 100%

PTO

Hands on Training

Mon-Fri Schedule

Retirement Plan

Annual Bonus

50% New Business Commission

10% Renewal Commission on your book

Annual Bonus

Job summary

MetzWood Insurance is seeking a motivated Personal Lines Sales Agent to join our growing team in Chatham or Hudson, NY. This full-time, hybrid role focuses on converting inbound leads and generating new business through networking, while building lasting client relationships.

You will prepare quotes for home, auto, umbrella, and other personal insurance, collaborate with underwriters, maintain accurate records, and participate in meetings and sales initiatives.

Job description

MetzWood Insurance is seeking a motivated and professional Personal Lines Sales Agent to join our growing team. This role is ideal for someone who thrives on building relationships, identifying client needs, and delivering tailored insurance solutions.

As part of our Personal Insurance Department, you’ll handle a mix of inbound leads and self-generated opportunities through prospecting and networking. Once coverage is bound and applications are complete, accounts transition to our dedicated service team—allowing you to focus on growth and new business development.

This full-time, hybrid position will be primarily based in either our Chatham or Hudson Offices, Monday through Friday from 8:00 AM to 4:30 PM.

In this role, you will:

• Convert inbound leads and generate new business through outbound outreach and networking.
• Use a consultative sales approach to identify client needs and recommend the right coverage.
• Prepare quotes, proposals, and presentations for home, auto, umbrella, and other personal insurance products.
• Collaborate with underwriters and the Personal Lines Sales Manager to ensure proper account placement.
• Attend networking functions, chamber of commerce events, and community activities to build relationships and generate new business opportunities. Those activities may often occur outside of normal business hours.
• Maintain detailed and accurate records in Applied Epic and related systems.
• Participate in departmental meetings and contribute to sales initiatives.

Qualifications:

• Current Property & Casualty license (or ability to obtain within 60 days).
• Minimum of 1–3 years of experience in personal lines or a related sales role.
• Proficiency with Microsoft Office (Word, Excel, Outlook), Applied Epic, and comparative rater systems.
• Strong written and verbal communication skills.
• Driven, professional, goal-oriented.
• Organized multitasker with exceptional attention to detail.
• Adaptable and confident in managing both inbound and outbound opportunities.
• Base Salary Range: $40,000.00 - $55,000.00 per year + 50% New Business Commission & 10% Renewal Commission on your book of business
• Annual Base Salary + Both New Business & Renewal Commission that grows year after year as you build your book of business
• 25% first year commission on insurance written with commercial lines department on referrals that generate from a PL Salesperson.
• Paid Time Off (PTO)
• Health Insurance Plan for Family with premiums 100% Paid by MetzWood
• Hands on Training
• Mon-Fri Schedule
• Retirement Plan with contribution from MetzWood
• Annual Bonus

MetzWood Insurance is an established fourth-generation insurance agency that has served our community for over a century. Our reputation has been earned through our team’s commitment to service and high standards for our clients. Because our employees are essential to our success, we are committed to creating meaningful career opportunities by providing generous compensation, annual bonuses, and professional growth opportunities.