Personal Lines Agent - Insurance Agent

Samantha Lewis Agency is looking for a candidate interested in focusing on personal lines of insurance with a strong focus on customer advising. Goal is to research, source, and build long lasting relationships with potential and existing customers.

This agency representative will regularly contact prospective clients about various insurance products and policies. They will also answer questions, suggest coverage, and must be customer experience-focused with a strong desire to do what’s right for the customer.

This position is designed with a hybrid mix of in-office and remote working hours. Part-time with capacity to grow to a full time position if desired.

Objectives:

• Help businesses, individuals, and families select an insurance policy that best fits their needs
• Periodically reassess policy needs of clients, especially after life-changing events 
• Source prospective clients and new leads 
• Maintain regular contact with existing clients to discuss renewals or add-ons
• Stay up-to-date with market trends and best practices of the insurance industry

Responsibilities:

• Explain various insurance policies and products to potential and existing clients, guiding them toward the best coverage 
• Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies 
• Suggest modifications and updates to existing clients’ insurance policies
• Build customized insurance policies and packages
• Source potential clients through professional networks, cold calls, and referrals   
• Advise clients on potential risks and benefits of each policy

Skills & Qualifications:

• Excellent written and verbal communication skills
• Comfortable speaking with clients, whether over the phone or in person
• Great listening skills, able to identify and explain proper coverages to existing and prospective customers.
• Ability to build customized insurance policy bundles to ensure proper customer coverage.
• General knowledge of different types of insurance plans, including home and auto.

Preferred Qualifications:

• Strong background in customer service
• Existing P&C licensing preferred; successful passing of the state licensing exam required within the first 60 days of employment.
• Friendly personality, with excellent interpersonal skills
• Resilient spirit and persistent nature
• Strong analytical skills with a goal-oriented mind 
• Proven experience networking and building long-lasting relationships
• Desire to receive feedback and grow with the agency

Send resume and interview inquiries to: carolyn@samanthalewisagency.com

We look forward to connecting with you!