Personal Lines Agent

Job Summary

Seeking a dedicated and experienced Personal Lines Agent to join a well-established, full-service independent insurance agency. As a Personal Lines Agent, you will play a vital role in servicing and cross-selling personal insurance accounts, ensuring clients receive the best coverage tailored to their needs. This is an in-office position, offering the opportunity to work closely with a supportive and professional team.

Compensation Package

• Base Salary: $20–$25 per hour (up to $50,000 annually)
• Commission: 30% on new business and rewrites
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Handle inbound calls and leads (no cold-calling or fieldwork required)
• Write new policies and make changes to existing policies
• Provide exceptional customer service and address client inquiries
• Cross-sell additional insurance products to existing clients
• Work with standard and non-standard carriers, including Mercury, Safeco, and CA Fair Plan
• Utilize EPIC software for quoting, policy management, and client interactions
• Collaborate with support staff for billing and other administrative tasks

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required
• Experience: 2–3 years of experience in personal lines insurance
• Technical Skills: Proficiency in EPIC software and familiarity with carriers such as Mercury, Safeco, and CA Fair Plan
• Soft Skills: Strong communication, attention to detail, ability to multitask, customer-focused mindset, and a proactive approach to problem-solving
• Work Environment: Must be able to work in-office to provide face-to-face service to clients

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