Personal Lines – Sales & Retention Specialist
Join Our Team
We’re seeking a motivated Sales & Retention Specialist to help grow and retain a strong book of business by delivering exceptional client service, proactively managing accounts, and driving new sales opportunities. This role blends relationship management, consultative selling, and community engagement to support long‑term agency growth.
Qualifications
- Active Property & Casualty license
- Strong knowledge of personal and/or commercial lines
- Commitment to ongoing continuing education
Compensation
- Annual wage range $44k to $57k plus commissions on new business and bonus incentives
About the Role
As a Sales & Retention Specialist, you will:
- Provide extraordinary service to existing clients while ensuring coverage adequacy.
- Manage upcoming renewals, proactively address underwriting or rate‑related concerns.
- Assist with claims and escalated service needs.
- Maintain detailed, accurate documentation in our agency management system.
You will also support agency growth by:
- Marketing and presenting proposals for new and existing accounts.
- Identifying account‑rounding and cross‑sell opportunities.
- Following our sales process with timely follow‑up and consistent relationship building.
- Actively seeking referrals and promoting our referral program.
Community and brand engagement are also key:
- Represent the agency at networking events and connect with centers of influence.
- Support marketing initiatives, contribute ideas, and engage with agency content on social media.
And you’ll contribute to operational excellence by:
- Leveraging agency systems and CRM tools to track activities and maintain compliance.
- Collaborating with team members and contributing to a positive, efficient work culture.
- Seeking better processes, utilizing technology, and driving continuous improvement.
What We’re Looking For
We’re seeking someone who embodies core strengths such as:
- Integrity & accountability
- A client‑centric mindset
- Strong sales acumen
- Excellent organization & follow‑through
- Adaptability, resilience, and proactive initiative
- Strong communication skills
- A collaborative, team‑oriented approach
Our Values
Flexible. Accountable. Motivated. Integrity. Learn. Yes We Will.
These values guide the way we serve our clients, collaborate as a team, and grow as professionals.
Why You’ll Love Working Here
We value growth, collaboration, and doing what’s right—for our clients and each other. You’ll be part of a supportive, forward‑thinking team that invests in your development and empowers you to do meaningful work every day.