What are the responsibilities and job description for the Licensed Personal Lines Agent position at Peterson Insurance Services?
Peterson Insurance Services is seeking a motivated professional to join our growing Personal Lines team. We are a service-driven agency that values long-standing client relationships, community involvement, and a positive, team-oriented small business environment.
In this role, you’ll combine customer service and sales—working with prospective clients while ensuring our existing customers receive exceptional, day-to-day support.
Please note: This is a fully in-office position. Remote or hybrid work is not available.
Responsibilities
- Deliver outstanding customer service to prospects and existing clients
- Provide timely and accurate Personal Property & Casualty (P&C) insurance quotes
- Assist clients with policy servicing, changes, and claims support
- Develop strong knowledge of carrier products and quoting platforms
- Document client interactions using agency systems and procedures
- Identify cross-selling opportunities within personal lines products
- Quote life insurance policies (based on experience)
- Maintain compliance with insurance regulations and underwriting guidelines
Qualifications
- 3 years of insurance experience
- Bachelor’s Degree or equivalent experience
- Active PA P&C insurance license (required)
- Life, Accident & Health (LA&H) license (or ability to obtain within 6 months)
- Ability to multitask while maintaining an attention to detail
- Excellent communication and sales abilities
- Team-oriented mindset
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
Work Location: In person
Salary : $50,000 - $65,000