Personal Lines Insurance Agent Job Description

Personal Lines Insurance Agent Job Description

Personal Lines Insurance Agent Job Overview

A personal lines insurance agent is licensed to sell multiple types of insurance policies including property and casualty, life, health, liability, and umbrella insurance to protect individuals and families against financial loss. They analyze the personal insurance needs of their clients to recommend suitable insurance products. They are also the account manager and provide customer service to their existing book of business while simultaneously marketing and prospecting new business, policy renewals, organic growth, and more. A personal lines insurance sales agent must facilitate additional insurance coverage lines like marine or flood insurance if needed to meet clients' insurance needs and collaborate with underwriters on policy retention, modification, and reinstatement. They may work on behalf of insurance agencies, insurance brokers, or be independent agents.

Personal Lines Insurance Agent Job Template

Personal Lines Insurance Agent Job Summary

If you are interested in a people-centered role driven by strategy, we may have the role for you! Our rapidly expanding company is seeking an enthusiastic personal lines insurance agent to join our team. The ideal candidate is a well-rounded problem-solver with strong interpersonal communication skills who thrives in a fast-paced work environment. We’ll collaborate to establish ambitious goals to propel your career forward and provide you the support you need to achieve them. If you’re a go-getter who can confidently produce new business, maintain a book of business, and drive renewals, apply today!

Location

Ashburn, VA

Personal Lines Insurance Agent Responsibilities

  • Employ creative networking and sales strategies to generate leads that convert prospective clients into new clients
  • Present existing and prospective customers with individualized policy options, quote calculations, and educational materials to meet their needs
  • Review insurance policies for accuracy, coverage, and limits in order to recommend modifications, as needed
  • Deliver a high level of customer service when resolving billing, policy change, coverage, and claims issues
  • Keep accurate personal information for all sales prospects and customers within insurance company databases

Personal Lines Insurance Agent Qualifications

  • Bachelor’s degree or equivalent insurance industry experience and a high school diploma are required
  • State-issued, valid insurance license(s) required: Property and Casualty Insurance License and/or Life and Health Insurance License
  • Previous experience in the insurance industry as an insurance producer for personal lines
  • Effective collaborator with a goal-oriented approach to achieving sales success
  • A thorough understanding of all insurance company policies and insurance coverage offerings, including their costs and benefits
  • Strong aptitude for computer programs including Microsoft Office required; agency management system experience preferred
  • Exceptional written and verbal communications skills are a must

Personal Lines Insurance Agent Compensation

$58,425 (National Average)

Industry Tested

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DISC Optimized

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