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Sales Agent - Personal Lines

Insurance Office of America, Inc.

United States

Hybrid

USD 50,000 - 70,000

Full time

14 days ago

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Job summary

A leading insurance brokerage is seeking a Sales Agent for Personal Lines. The role involves client interaction, sales goals achievement, and providing creative insurance solutions. Ideal candidates will have active licensing, a college degree, and strong communication skills, along with exceptional customer service abilities.

Benefits

Competitive salaries and bonus potential
Company-paid health insurance
401K with employer match
Paid holidays, vacations, and sick time
Professional growth opportunities
Respectful culture and work/family life balance

Qualifications

  • State required active licensing.
  • High accuracy in handling large work volumes.
  • Exceptional customer service and communication skills.

Responsibilities

  • Interact with clients on complex accounts.
  • Devise creative solutions for coverage and costs.
  • Assist producers with cross-selling personal lines.

Skills

Customer Service
Communication
Organizational Skills
Multi-tasking
Decision Making

Education

College degree or equivalent experience

Tools

MS Office

Job description

Sales Agent - Personal Lines page is loaded

Sales Agent - Personal Lines
Apply remote type Hybrid (1-2 days in office) locations Atlanta, GA Gainesville, GA time type Full time posted on Posted 5 Days Ago job requisition id R-513

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description:

Title: Personal Lines W2 Producer (Sales Agent)

(Hybrid ) : (1-2 of days in office) | (Location/Based out of Atlanta, GA) | Experience : Quoting and Binding Personal Lines Policies

About the Role : Responsible for interact ing with clients on complex accounts, devising creative solutions for coverage and costs. This role will exercise discretion and judgment on significant accounts, including negotiating pricing, interviewing clients, and analyzing information. This role will also implement company policies based on client circumstances, assist producers with cross-selling personal lines to commercial agents, handle new VIP accounts, and negotiate with underwriters. Responsibilities will also include quot ing , participat ing in outside sales, seminars, and act ing as the Carrier liaison.

Key Responsibilities:

  • Client Solutions: Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs as to coverage and costs.

  • Client Information: Collect and analyze client information.

  • Client Interaction: Regularly interact with clients in a professional and timely manner.

  • Producer Assistance: Assist the Producers for new and existing clients as needed.

  • Sales Goals: Achieve established sales goals.

  • Marketing Expertise: Provide marketing expertise.

  • Networking Opportunities: Provide networking opportunities.

  • Champion IOA core values and demonstrate integrity and leadership.


Ideal Candidate Qualifications:

  • State required a ctive licensing

  • College degree or equivalent experience

  • Exceptional customer service and communication skills

  • Strong multi-tasking, organizational, delegation, and decision-making skills

  • High accuracy in handling large work volumes

  • Proficiency in MS Office (Outlook, Word, Excel)


What We Offer:

  • Competitive salaries and bonus potential

  • Company-paid health insurance

  • Paid holidays, vacations, and sick time

  • 401K with employer match

  • Employee stock plan participation

  • Professional growth and career progression opportunities

  • Respectful culture and work/family life balance

  • Community service commitment

  • Supportive teammates and a rewarding work environment


What to Expect (Application Process) :

  • 30-Minute Phone Screen, Online Assessments, and Interview(s)

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

https://www.ioausa.com/

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

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