State Licensed Personal Lines Agent

Job Summary

To support the Customer Care Center, the remote State Licensed Personal Lines Agent will manage client accounts, focusing on service, sales, and retention while performing tasks such as new and renewal marketing, policy checking, and responding to client inquiries.

Key responsibilities

• Service client accounts independently using carrier websites and online rating systems
• Provide technical expertise for new and existing clients through sales and account development
• Submit quotes and policies to appropriate carriers while ensuring timely follow-up

Required qualifications

• 2-5 years of experience in Personal Lines Property & Casualty Insurance
• Must hold a state Property & Casualty insurance license or be willing to obtain one
• High School Graduate; college degree preferred
• Industry designations such as ARM, CIC, or CPCU are a plus but not required
• Familiarity with Sagitta/WorkSmart is preferred but not mandatory