Licensed Personal Lines Insurance Advisor
Job Summary
To support business growth, the full-time Licensed Personal Lines Insurance Advisor will manage company-provided leads, generate referrals, and present insurance proposals while working remotely and attending monthly sales meetings in Kingston, MA.
Key responsibilities
- Manage leads to identify cross-sell and upsell opportunities, driving business growth
- Generate referrals and cultivate long-term client relationships through strategic partnerships
- Present insurance proposals professionally, ensuring client understanding and confidence in solutions
Required qualifications
- Active Property & Casualty License required
- Minimum of 2 years of personal lines insurance experience
- Proven sales background with a track record of meeting or exceeding production goals
- Strong phone sales and relationship-building skills
- Proficiency with CRM systems and agency management platforms
Complete Job Description
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