Sales Executive - Personal Lines Middle Market

Position Overview

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower individuals and families to make informed decisions to protect their assets, manage risk, and achieve long-term financial security. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Primary Responsibilities

• Identify, prospect, and develop new business opportunities within the middle market space.
• Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence.
• Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies.
• Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services.
• Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments.
• Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement.

Requirements

• Proven experience in personal lines insurance, with a strong focus on sales production.
• Deep understanding of Middle Market clientele and their risk management needs.
• Ability to cultivate relationships and act as a trusted advisor to clients.
• Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets.
• Active Property & Casualty insurance license required.
• Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred.
• Demonstrated ability to build and present customized risk management solutions.

Benefits

• Competitive base salary plus commissions.
• A full suite of employee benefits, including an immediately vested 401(k) match.

Pay

The base salary range for this role is very competitive, depending on experience and revenue generation capabilities.

Schedule

N/A

Qualifications

• High school diploma or equivalent.
• Minimum of 3 years of relevant experience in personal lines insurance.
• Passion for building long-term relationships with high-net-worth clients.
• Ability to work independently and as part of a team.
• Strong communication and interpersonal skills.

Skills

• Personal Lines Insurance
• CRM Tools (HubSpot)
• Agency Management Software (AMS360, Epic)
• Risk Management
• Client Relationship Management

Benefits

• Immediate vesting of 401(k) match
• Employee Assistance Program (EAP)
• Flexible Spending Account (FSA)
• Health and Wellness Programs
• Retirement Planning Services

Pay

Base salary range is very competitive, dependent on experience and revenue generation capabilities.

Schedule

N/A

Equal Employment Opportunity

World celebrates and supports diversity among its employees. We are an equal opportunity employer, dedicated to fostering an inclusive workplace regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or veteran status. We also provide reasonable accommodations for applicants and employees with disabilities.