Job Summary

The Personal Lines Sales Agent regularly interacts with new and existing clients as needed on the most complex accounts.

Responsible for devising creative solutions to meet client needs as to coverage and costs. Regularly exercises discretion and independent judgment on significant accounts including but not limited to : negotiation of product pricing, interviewing clients;

collecting and analyzing information regarding the client and assisting in product and pricing determinations; affecting, interpreting, and implementing various company policies with regard to the specific factual circumstances of each client.

Assist producers with cross-selling personal lines to commercial agents. Handles all new VIP accounts. Negotiates with underwriters, quotes, participates in outside sales, seminars, and is the Carrier liaison.

What You’ll Do :

• Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs as to coverage and costs
• Collect and analyze client information.
• Regularly interactwith clients in a professional and timely manner.
• Assist the Producers for new and existing clients as needed.
• Achieves established sales goals.
• Provides marketing expertise.
• Provides networking opportunities.

What We’re Looking For :

A state required insurance license

College degree or equivalent experience

Insurance sales experience

Must possess strong oral and written communication skills

Must possess strong presentation skills

Must possess strong negotiation skills

Must have working knowledge of Microsoft outlook, Word and Excel

Ability to utilize the internet

Strong Organizational skills

What We Offer :

• Competitive salaries and bonus earning potential
• Great benefits, including company paid health insurance
• Paid time off for holidays, vacations, and sick time
• 401K with an employer match
• Participation in our employee stock plan
• Opportunities for professional growth and career progression
• A culture that emphasizes respect for every individual
• Company commitment to work / family life balance and community service
• Teammates who share your drive for excellence
• Knowing every day you are helping our clients protect their families and businesses

Still wondering if IOA is the right fit for you?

• If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
• If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
• If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.

Last updated : 2024-05-24