Sales Agent - Personal Lines

Description

Job Description :

Title : Personal Lines W2 Producer (Sales Agent)

(Hybrid) : (1-2 of days in office) | (Location / Based out of one of our West Coast IOA offices | Experience : Quoting and Binding Personal Lines Policies

Please note : If this position is posted as either fully remote and / or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here : ioausa.com / locations

About the Role :  Responsible for interacting with clients on complex accounts, devising creative solutions for coverage and costs. This role will exercise discretion and judgment on significant accounts, including negotiating pricing, interviewing clients, and analyzing information. This role will also implement company policies based on client circumstances, assist producers with cross-selling personal lines to commercial agents, handle new VIP accounts, and negotiate with underwriters. Responsibilities will also include quoting, participating in outside sales, seminars, and acting as the Carrier liaison.

Key Responsibilities :

Client Solutions :  Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs as to coverage and costs.

Client Information :  Collect and analyze client information.

Client Interaction :  Regularly interact with clients in a professional and timely manner.

Producer Assistance :  Assist the Producers for new and existing clients as needed.

Sales Goals :  Achieve established sales goals.

Marketing Expertise :  Provide marketing expertise.

Networking Opportunities :  Provide networking opportunities.

Champion IOA core values and demonstrate integrity and leadership.

Ideal Candidate Qualifications :

State required active licensing

College degree or equivalent experience

Exceptional customer service and communication skills

Strong multi-tasking, organizational, delegation, and decision-making skills

High accuracy in handling large work volumes

Proficiency in MS Office (Outlook, Word, Excel)

What We Offer :

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Employee stock plan participation

Professional growth and career progression opportunities

Respectful culture and work / family life balance

Community service commitment

Supportive teammates and a rewarding work environment

What to Expect (Application Process) :

30-Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range

The expected pay range for this position is $55,000 to $65,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.