What are the responsibilities and job description for the Personal Lines Sales Associate position at Adamson Insurance & Associates?
Job Description
Job Title: Personal Lines Sales Associate
Location: Ankeny, IA (In-office)
Job Type: Full-time
Schedule: Monday–Friday, 8:00 AM – 5:00 PM
Pay: $55,000 base salary 25% of all first-term commission paid to the agency on policies you sell and underwrite. All policies are owned by the agency.
About the Role
Adamson Insurance & Associates is hiring a Personal Lines Sales Associate to sell home and auto insurance and help clients choose the right coverage with confidence. This role is built around strong systems, clear expectations, and a team-first environment where following process and coaching is required for success. We value individuals who are confident in their abilities but willing to adapt to a proven system. This is a performance-driven role with defined daily activity expectations and monthly sales targets. Candidates should be comfortable working toward measurable production goals.
What You’ll Do
- Sell personal lines insurance including Auto, Home, Umbrella (and related lines)
- Handle inbound leads and referrals, gather accurate client information, and set expectations
- Present quotes, explain coverage in plain language, and recommend appropriate options
- Follow up consistently and move opportunities through a structured sales process
- Document all activity accurately in our agency management system
- Coordinate with internal support teams and carriers to deliver quotes efficiently
- Hit activity and sales goals with urgency, professionalism, and consistency
How We Work
- We follow a defined, step-by-step sales process, not individual sales styles
- All team members are expected to be coachable and open to feedback, regardless of experience level
- We operate as a team, meaning coordination with support staff and adherence to systems is required
- Success in this role comes from consistency and execution, not reinventing the process
Requirements (Non-Negotiable)
- Active Property & Casualty (P&C) license OR Active Personal Lines Insurance license (required)
- Strong phone and communication skills
- Demonstrated coachability and willingness to take direction from leadership
- Ability to follow a structured, step-by-step sales process consistently
- High attention to detail and follow-through
- Comfortable working with multiple computer systems (AMS/CRM, carrier portals, quoting tools)
- Reliable attendance and punctuality for an in-office role
Preferred Experience
- Personal lines sales experience (home/auto) in an independent agency or captive agency
- Inside sales, consultative selling, account management, or call center experience
- Experience working in a metrics-driven environment with daily follow-up expectations
Compensation
- $55,000 base salary
- 25% of all first-term commissions paid to the agency
- Training, scripts, and proven internal processes to help you succeed
- Growth opportunity in a stable, locally owned agency serving Ankeny for the past 32 years
Salary : $55,000 - $150,000