Personal Lines Sales Executive

4 weeks ago


Portland, Oregon, United States tapwage Full time
Join our team at The Cross Family of Agencies

Position: Personal Lines Sales Executive

As a Sales Executive, your main role involves prospecting, networking, and selling personal lines insurance. You will also focus on maintaining strong relationships with clients, underwriters, and industry peers.

Key responsibilities for this role include:
  • Keeping an active Property & Casualty license and staying current with Continuing Education requirements
  • Achieving annual sales targets
  • Providing personalized insurance solutions to potential and existing clients
  • Cultivating positive relationships with various stakeholders
  • Delivering exceptional customer service
  • Keeping abreast of new insurance products and industry trends
  • Analyzing insurance coverage and policy forms effectively
  • Demonstrating excellent written and verbal communication skills
  • Managing tasks efficiently and effectively
  • Utilizing tools such as AMS360, Microsoft Office, and PL Rater
  • Presenting, educating, and closing deals on personal lines insurance
  • Utilizing lead lists to reach out and schedule meetings
  • Engaging with potential clients, seeking referrals, and expanding your network
  • Performing additional tasks as required


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