Insurance Sales Representative
MetzWood Insurance
Job Description
Job Description
MetzWood Insurance is seeking a motivated and professional Personal Lines Sales Agent to join our growing team. This role is ideal for someone who thrives on building relationships, identifying client needs, and delivering tailored insurance solutions.
As part of our Personal Insurance Department, youll handle a mix of inbound leads and self-generated opportunities through prospecting and networking. Once coverage is bound and applications are complete, accounts transition to our dedicated service teamallowing you to focus on growth and new business development.
BenefitsAnnual Base Salary + Commission
Paid Time Off (PTO)
Health Insurance
Hands on Training
Mon-Fri Schedule
Retirement Plan
Flexible Schedule
Life Insurance
Disability Insurance
Parental Leave
Career Growth Opportunities
Paid Volunteer Time
Work from Home
Home Office Equipment Provided
Paid Holidays
Responsibilities- Convert inbound leads and generate new business through outbound outreach and networking.
- Use a consultative sales approach to identify client needs and recommend the right coverage.
- Prepare quotes, proposals, and presentations for home, auto, umbrella, and other personal insurance products.
- Collaborate with underwriters and the Personal Lines Manager to ensure proper account placement.
- Attend local networking functions, chamber of commerce events, and community activities to build relationships and generate new business opportunities. Those activities may often occur outside of normal business hours.
- Maintain detailed and accurate records in Applied Epic and related systems.
- Participate in departmental meetings and contribute to sales initiatives.
- Current Property & Casualty license (or ability to obtain within 60 days).
- Minimum of 13 years of experience in personal lines or a related sales role.
- Proficiency with Microsoft Office (Word, Excel, Outlook), Applied Epic, and comparative rater systems.
- Strong written and verbal communication skills.
- Driven, professional, goal-oriented.
- Organized multitasker with exceptional attention to detail.
- Adaptable and confident in managing both inbound and outbound opportunities.
$10k
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Chatham, NY13 hours ago- ...Job Description Job Description Join MetzWood Insurance, an established insurance agency located in Chatham, New York. We are seeking a motivated and experienced Insurance Sales Representative to join our dynamic team. As an Insurance Sales Representative, you...SuggestedFlexible hours
MetzWood Insurance
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