Personal Lines Agent

 

Job Summary

An established and growing insurance agency is seeking a dedicated Personal Lines Agent to support and service a portfolio of standard personal lines accounts. With decades of experience in Property & Casualty and Life & Health/Employee Benefits, this organization is known for a supportive, team-oriented culture and strong employee retention. This role focuses on managing inbound opportunities and providing high-level service to clients while maintaining accurate account documentation and coverage oversight.

 

Responsibilities

• Manage a portfolio of standard personal lines accounts, providing A–Z account servicing.
• Handle inbound leads and quote requests, ensuring timely and accurate responses.
• Close sales generated from inbound activity.
• Quote new and renewal business across personal lines coverages.
• Review policies and advise clients on appropriate coverage options.
• Maintain accurate documentation within agency management software.
• Deliver exceptional customer service by responding promptly to client inquiries and resolving issues efficiently.
• Collaborate with team members to support a positive and productive work environment.

 

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Minimum of 2 years of insurance experience, either captive or independent.
• Experience within an independent agency environment preferred.
• Proficiency in AMS360 or comparable agency management software preferred.
• Strong communication and interpersonal skills.
• Highly organized with the ability to manage multiple priorities effectively.
• Detail-oriented with a commitment to delivering outstanding client service.

 

Compensation Package

• Base Salary: $40,000 – $55,000, commensurate with experience
• Commission: Additional monthly commission based on inbound sales production
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

 

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