Personal Lines Insurance Sales Representative

Job Description
Our mission is to protect the assets of our clients through thoughtful risk analysis and informed coverage recommendations. We provide accurate and immediate service to build trustworthy and long-lasting relationships with clients, carriers, and coworkers. Aligned Insurance is a leading multiline, multi-carrier insurance agency specializing in comprehensive business and commercial coverage. Our mission is to provide tailored insurance solutions that meet the unique needs of our clients while delivering exceptional service and expertise.

We are committed to fostering a dynamic and supportive work environment where our team members can thrive and grow. We are seeking a motivated and results-driven Insurance Sales Agent to join our team. The ideal candidate will have a strong background in business and commercial insurance, excellent communication skills, and a passion for helping clients find the best coverage solutions. As an Insurance Sales Agent at Aligned Insurance, you will be responsible for generating new business, managing client relationships, and providing expert guidance on a wide range of insurance products.

Prospect and identify potential clients through networking, referrals, and targeted outreach. Develop and maintain strong relationships with clients, understanding their business needs and providing tailored insurance solutions. Conduct client consultations to assess insurance requirements and recommend appropriate policies.

Insurance Product Knowledge

Stay informed about industry trends, insurance products, and market conditions.
Provide clients with comprehensive explanations of policy options, coverage details, and exclusions.
Develop expertise in business and commercial insurance products, including liability, property, workers’ compensation, and other relevant coverage.

Policy Sales and Service

Generate and deliver quotes to clients based on their specific needs and risk profiles.
Assist clients with the completion of insurance applications and gather necessary documentation.
Ensure timely and accurate issuance of policies and endorsements.

Client Support and Claims Assistance

Address client inquiries and resolve any issues or concerns related to their policies.
Provide guidance and support during the claims process, ensuring timely and effective resolution.
Adhere to all regulatory requirements and company policies related to insurance sales and client interactions.
Maintain accurate and up-to-date records of client interactions, policy details, and sales activities.

Sales Strategy and Goals

Work towards achieving sales targets and performance metrics set by the agency. Analyze market trends and adjust sales strategies to maximize opportunities and meet client needs. Participate in ongoing training and development to stay current with industry changes and enhance sales skills. Proven experience in insurance sales, with a focus on business and commercial insurance preferred. Strong understanding of multiline insurance products and commercial coverage options. Demonstrated ability to meet sales targets and manage client relationships effectively.

Proficiency in Microsoft Office Suite and CRM software. High school diploma or equivalent required; Bachelor’s degree in Business, Finance, or related field preferred. Active insurance license(s) in the relevant state(s) required. Additional certifications related to business and commercial insurance are a plus. Competitive base salary with performance-based incentives. Comprehensive benefits package, including health, dental, and retirement plans. Please include "Insurance Sales Agent Application - [Your Name]" in the subject line. Aligned Insurance is an equal-opportunity employer.

We celebrate diversity and are committed to creating an inclusive environment for all employees.