Personal Lines Sales Pro — Remote

Patriot Growth Insurance Services, LLC; Dartmouth (MA); Hybrid; USD 50.000 - 60.000; Vollzeit

Zusammenfassung

Patriot Growth Insurance Services is seeking a Personal Lines Sales Executive to drive new business and expand existing client relationships. You will assess client needs, present tailored proposals, and educate clients on coverage options while upholding quality service standards.

The role supports remote, hybrid, or in-office work arrangements and requires a MA Property & Casualty license with 3+ years of relevant experience. Strong communication and analytical skills are essential.

Qualifikationen

• 3+ years in sales, account management, or customer service.
• High school diploma or GED.
• Massachusetts Property and Casualty Insurance License.

Aufgaben

• Develop leads and prospects through marketing initiatives, referrals, and centers of influence.
• Respond to inquiries by phone, walk-in, or referral with personalized service.
• Handle all sales not Producer-generated.
• Prequalify prospects for insurability and risk quality before applications.
• Create compelling proposals and deliver sales presentations to clients.
• Round out and upsell existing client accounts.
• Analyze policies and exposures; recommend suitable programs.
• Explain coverages, exclusions, and risk-reduction strategies.
• Submit applications and documentation to insurance markets.
• Record client information accurately in EPIC.

Kenntnisse

Client relationships

Personal lines

Sales prospecting

Needs assessment

Consultative selling

Communication skills

Ausbildung

HS Diploma

Massachusetts P&C License

Tools

EPIC

Microsoft Office Suite

Jobbeschreibung

Patriot Growth Insurance Services is seeking a Personal Lines Sales Executive to drive new business and expand existing client relationships. You will assess client needs, present tailored proposals, and educate clients on coverage options while upholding quality service standards.

The role supports remote, hybrid, or in-office work arrangements and requires a MA Property & Casualty license with 3+ years of relevant experience. Strong communication and analytical skills are essential.