Personal Lines Agent (High Net Worth)

Job Description

Job Description

About Our Client

Our client is an independent insurance agency based in Raleigh, North Carolina, that is rapidly growing. Our team takes an education-first approach, helping clients understand their coverage and make confident decisions about their future. We’re not tied to one carrier, one price point, or one set of priorities. We work for the client. That means we can approach multiple companies, compare options, and advocate for the coverage that actually fits. It also means we know who has the strongest claims service, the fairest underwriting, and the most responsive teams when it counts. Our job isn’t to push a product; it’s to give business owners an objective view of the marketplace, guide them through an important financial decision, and help them choose wisely.

Role Overview

We are seeking a Personal Lines Producer to join our growing sales team. In this role, you will consult with individuals and families on home, auto, umbrella, and life insurance needs while building long term client relationships. You will generate new business through referrals and community networking, manage your own book of business, and provide trusted guidance to help clients protect what matters most. This is a relationship focused, in person role based in Raleigh with time spent meeting clients and referral partners throughout the local market. Your key responsibilities may include:

• Generate new personal lines business through referrals, networking events, community involvement, and local relationship building
• Consult with individuals and families on home, auto, umbrella, and life insurance needs using an education first approach
• Conduct comprehensive risk assessments and present tailored coverage recommendations with clarity and integrity
• Build, manage, and grow a personal book of business through consistent follow up, renewals, and cross selling opportunities
• Develop and maintain strong partnerships with realtors, lenders, and other local referral sources
• Deliver an in person, relationship driven client experience that positions you as a long term trusted advisor

Requirements

• Minimum 1 year or equivalent experience in the insurance industry, preferred but not required.
• Personal Lines insurance sales experience, preferred but not required.
• Active North Carolina Property and Casualty License, preferred but not required.
• Must be willing to become licensed within 90 days of hire.
• Strong relationship building and communication skills.
• Exceptional negotiation and persuasion abilities.
• Self-motivated and results-oriented, with a proactive and entrepreneurial mindset.
• Ability to prospect, follow up consistently, and manage a sales pipeline.
• Comfortable working in person and networking within the local community.

Benefits

• Estimated first year total compensation $80,000 - $95,000
• $50,000 - 60,000 Base salary dependent on experience
• Commission opportunities
• Bonus opportunities
• Health insurance
• Dental insurance
• Vision insurance
• Retirement plan with company match
• 401(k)
• Paid time off