Personal Lines Sales Executive (Hybrid)

Position Overview

At FBinsure, we are committed to tailoring insurance to the individual needs of our valued clients. As a Personal Lines Sales Executive, you are more than an insurance agent to our clients. You are an advocate, insurance educator and adept communicator. Your responsibilities include providing that tailored approach for opportunities that call or walk into our offices, seeking out new business, and rounding and upselling existing accounts. Using your expertise, you will educate and advise personal clients on the right coverage options for their specific needs. Your role will have you working with clients and alongside carrier partners to analyze policies and exposures, understand client needs, and design insurance programs according to FBinsure guidelines.

Professional Responsibilities

• Develop leads and prospects through marketing efforts, centers of influence, and referral opportunities.
• Identify, educate, and assist insureds regarding exposures, coverages, and exclusions.
• Create insurance proposals and make sales presentations to prospective and existing clients on new business.
• Refer clients to other departments for products in commercial lines and financial services.
• Complete and submit applications and related documentation to appropriate insurance markets.
• Consult with prospects on proper insurance coverages and if a group account, advise of program benefits.
• Handle all non-Producer generated new business sales in a timely and accurate manner.
• Educate clients concerning agency payment expectations and cancellation procedures.
• Prepare and deliver binders to insureds.
• Maintain Epic Agency Management system files accurately in accordance with agency guidelines.

Qualifications And Requirements

• 2+ years of experience in a business development/sales function.
• Minimum of 1 year of experience in the Property and Casualty Insurance industry.
• Active Massachusetts Property & Casualty insurance license.
• High school diploma or GED.
• Associates degree in Sales, Business Administration, Marketing or similar preferred.
• Excellent interpersonal and communication skills (both oral and written).
• Proficient with use of Microsoft Office Suite and products.
• A passion for being part of a team that drives our company to industry leadership.
• Able to establish and maintain effective working relationships with both peers and clients.
• Authorized to work in the U.S. without sponsorship.

Why Patriot Growth Insurance Services

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

Benefits

• Comprehensive health and welfare program to employees, family members and domestic partners.
• Medical, Dental, and Vision Benefits.
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs.
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life.
• Company paid Employee Assistance Program.
• Paid Parental Leave.
• Paid holidays.
• Personalized PTO.
• 401 (k).

Schedule

This is a full-time, hybrid position reporting to our office located in Rehoboth, MA.

Pay

Salary Range: $40,000 - $60,000 per year plus commission depending on the candidate’s experience. Commission will be earned on all new business written. A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.