Personal Lines Insurance Agent

Holman is a family-owned, global automotive services organization anchored by deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

About the role

Engage key personnel at the Holman group of auto dealerships to create and enhance awareness around the benefits of Holman Insurance Services. This may involve personal visits to dealerships, hosting small company-sponsored luncheons, or other marketing activities as directed by the business.

Develop and maintain an active list of introductions and prospects that may be provided through the dealerships and other sources of referral business. In addition to working with existing Holman retail customers, this may involve lead follow-up from other sources of business and cross-selling existing insurance clients.

Contact introductions using a variety of methods that might include telephone, email, personal correspondence, or social media to assess personal lines insurance needs of that household. Emphasis will be on understanding the holistic view of the household insurance opportunity, including automobile, home, other property, excess liability, and life insurance.

Once needs and current insurance situation are established, develop quotes and information for clients that will specifically address their situation. Information should be delivered in a consultative, needs-based approach that will focus on value versus price.

Generate new business applications for personal lines Property and Casualty insurance, ensuring timely submission to carriers. Attention to detail, adherence to underwriting guidelines, and persistent follow-up will be critical for proper issuance of policies.

Field questions from prospects and customers regarding insurance coverage options, policy provisions, discounts, pricing, and other requested information. Work closely with the management team to help achieve premium and retention targets for all lines of selected business.

Act as a brand ambassador for the insurance group at all Holman functions and across the Holman organization. Interact with other Account Representatives and customer service personnel as needed to help the business consistently meet its growth and service objectives. This may involve assisting with new employees, helping to train others on the business operating system, or sharing successful ideas and processes with the team.

Assist with client service needs that may include policy changes, billing questions, claims inquiries and assistance, or other tasks as requested. Every employee in the insurance business will share responsibility for creating a unique and positive experience for our clients, prospects, and business partners during each interaction.

Requirements

• Four-year college degree or demonstrated equivalent experience as determined by department management
• Property & Casualty Insurance License
• Minimum of one-year experience in the insurance industry
• Has maintained a $25,000 minimum monthly average premium in personal lines with at least 10 households/month
• Maintains a quality book of business – 85% retention and 1.4 policies per household
• Flexibility in work schedule; this position will require some evening and Saturday hours
• Ability to travel within the local NJ and PA markets for meetings, prospecting calls, and network development
• Adaptability and a “get it done” attitude; willingness to adapt and change as the business grows
• Highly organized with exceptional follow-up skills on assigned tasks
• Focused on learning and personal growth
• Proficiency with the Agency Management System as chosen and installed by the business, including attending live and recorded training sessions, independent study, and 1-1 training in the office

Skills

• Goal-driven, self-motivated, and comfortable with individual accountability while also being collaborative and team-oriented
• Demonstrated ability to develop genuine relationships with business partners and team members
• Outgoing with the ability to inspire and motivate potential referral sources
• Dedicated to delivering exceptional customer care to all prospects and clients
• Able to interact comfortably, both over the phone and in person, with prospects, clients, referral sources, and business colleagues
• Excellent writing and communication skills

Benefits

At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer the following benefits to full-time employees:

• Health Insurance
• Vision Insurance
• Dental Insurance
• Life and Disability Insurance
• Flexible Spending and Health Savings Accounts
• Employee Assistance Program
• 401(k) plan with Company Match
• Paid Time Off (PTO)
• Paid Holidays, Bereavement, and Jury Duty
• Paid Pregnancy/Parental leave
• Paid Military Leave
• Tuition Reimbursement

In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Schedule

Hybrid work arrangement. This position will require some evening and Saturday hours, as well as travel within the local NJ and PA markets for meetings, prospecting calls, and network development.