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Hilb Group

Personal Lines Inside Sales Representative

Posted Yesterday
Be an Early Applicant
In-Office or Remote
2 Locations
Senior level
In-Office or Remote
2 Locations
Senior level
This role involves generating leads and sales for Personal Lines, preparing quotes, binding coverage, and advising clients on insurance products.
The summary above was generated by AI

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious ­­­­­Personal Lines Inside Sales Representative to join our team. This position will report to our agency located in Bonita Springs, FL. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.
Responsibilities:

  • Responsible for generating Personal Lines leads and sales for the company Work with sales team to develop and implement effective sales plans that help drive organizational sales goals

  • Proactively recognize opportunities to sell products to both existing and new customers

  • Prepare rate quotes

  • Responsible for binding coverage and accepting payments from customers.

  • Assess client needs and provide advice and recommend appropriate coverage levels and products to ensure clients coverage is appropriate for all situations

  • Provide additional product offerings to existing customers to drive increase sales opportunities and meet customer needs

  • Provide customers with the appropriate insurance products in accordance with the company's underwriting rules and procedures in order to avoid risks and maintain a profitable book of business

  • Provide accurate information defining the client’s business and associated risks to carriers for underwriting

  • Respond to customer complaints and resolve matters in a timely manner that meets both the company and client needs

  • Attend industry training programs as necessary

  • Work and manage high volume of leads (company provided)

Qualifications:

  • Education: Bachelor’s Degree or equivalent experience.

    Required Licensing:  220 Or State Equivalent P&C license

    Minimum Qualifications:

  • Minimum of 5 years’ experience in the personal insurance field

  • Advanced knowledge of Microsoft Office Suite and understanding of social media platforms.

  • Proven experience selling.

  • Strong customer service skills and communication skills (both verbal and written).

  • Valid driver's license

  • Adhere to the rating and underwriting guidelines of carriers

Benefits: 

  • Company Paid Life Insurance, Long-Term and Short-Term Disability.

  • Medical, Dental, Vision and FSA/HSA plans.

  • 401(k) with company match.

  • Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.

  • Generous PTO.

  • An awesome team of professionals!

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.

Top Skills

Microsoft Office Suite
Social Media Platforms

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