Personal Lines Inside Sales Representative
13 Days Old
Job Description
We're looking for a high-performing, client-focused sales professional with deep experience in personal lines insurance and a passion for delivering exceptional service. You'll work exclusively with inbound warm leads - think referrals, web inquiries, and marketing campaigns - and your role is to take those leads from interest to policy, all while providing a standout experience.
You need to be confident on the phone. This is a proactive, high-touch sales role where building trust through conversation is key. You're the kind of person who's organized, detail-oriented, and tech-savvy - and who takes pride in doing things right the first time.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Responsibilities
- Respond to a steady flow of warm, inbound leads
- Deliver a consultative, high-touch sales experience over phone and email
- Guide prospects from quote to bind with professionalism and efficiency
- Cross-sell and upsell where it makes sense for the client
- Document all client activity and notes in AMS360
- Move the lead through the appropriate stages in the AgencyZoom sales pipeline
- Navigate carrier portals, Singlepoint, DocuSign, Word, and Outlook like a pro
- Stay organized and accurate while managing a high volume of leads
- Be a voice and face of Risman that clients genuinely enjoy working with
Requirements
- 2+ years of personal lines insurance experience (required)
- Proven sales success - you've hit targets, exceeded goals, and know how to close
- Active Property & Casualty license
- Strong phone presence and excellent communication skills
- Deep familiarity with AMS360
- Comfort using multiple platforms, tools, and carrier sites
- Exceptional organizational skills and follow-through
- Able to thrive in a fast-paced, referral-driven environment
- Familiarity with AgencyZoom is a plus
- Location:
- Tewksbury
- Job Type:
- FullTime
- Category:
- Finance And Insurance