Generate new business while managing and renewing existing client accounts
Meet with clients to understand their insurance needs and recommend customized coverage solutions
Present insurance proposals clearly and professionally, ensuring clients understand their coverage options
Close new business and collect all required applications and documentation
Partner closely with the service team to ensure a seamless client experience after the sale
Develop new business opportunities through networking, referrals, community involvement, and industry events
Build strong relationships with insurance carrier partners and local centers of influence
Stay current on insurance products, underwriting guidelines, and industry trends
Maintain accurate client records and documentation while following agency procedures
Consistently meet or exceed monthly new business goals
Represent the agency professionally within the community and with carrier partners

Active Property & Casualty Insurance License
Previous insurance sales or consultative sales experience preferred
Ability to travel locally for client meetings, networking events, and community involvement
Strong sales, relationship-building, and communication skills
Self-motivated with the ability to work independently and manage a pipeline
Organized with exceptional attention to detail
Professional verbal and written communication skills
Comfortable using Microsoft Office and learning agency management systems
Positive attitude and commitment to delivering outstanding customer service

Advisor – Personal Lines, Outside Sales

Key skills