Personal Lines Insurance Sales Agent

3 weeks ago

Littleton, United States Trailstone Insurance Group Full time

We are seeking an ambitious, driven Insurance Sales Agent to join our growing team at Trailstone Insurance. In this role, you will be responsible for property and casualty products to clients in our target states: CO, AZ, WA, OR, UT, and ID.

Our ideal candidate is an ambitious self-starter with a passion for helping others and a proven track record of exceeding sales targets. You will be responsible for enriching lives in the communities we serve by educating clients and prospects about their coverage and price options, as well as building and maintaining relationships with clients to ensure their ongoing satisfaction and retention.

As a W2 employee of Trailstone Insurance, you will have the support of a dedicated team and the opportunity to build a rewarding, financially stable career in the insurance industry.

About Trailstone:

Our core mission is centered around serving others by enriching their lives. As an Independent Insurance Agency, we prioritize our clients and employees by partnering with over 40 carriers to provide the best coverage options and prices available. Our dedicated agents go above and beyond to ensure their clients are informed about their coverages by approaching their work with the heart of a teacher.

Why join our team? Joining our team means becoming part of a supportive community. With our unmatched commission schedule of 50% new business and 20% renewals, plus base salary, you can focus on building relationships with clients and earning more for your efforts. At Trailstone Insurance Group, we are committed to helping you achieve your full potential.

Responsibilities:

  • Utilize various lead sources to prospect for new business
  • Prospect and call leads, as well as ask for referrals, and build a network to grow their book of business
  • Educating clients and prospects about their coverage needs and options
  • Create and maintain strong relationships with clients to ensure their ongoing satisfaction and retention, communicating with them via email, phone, and text as needed
  • Meeting or exceeding sales targets and quotas
  • Staying up-to-date with industry trends, regulations, and best practices that may affect your clients' coverage
  • Update notes and tasks in our CRM and other organizational tools to accurately document all interactions with clients
  • Attend ongoing training and mentorship to support your success

Requirements:

  • Strong desire to serve and help others
  • Must have an active Colorado Property and Casualty insurance license
  • Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
  • Proven sales experience and a track record of meeting or exceeding sales targets are a bonus
  • Excellent communication and interpersonal skills
  • Self-motivated with an entrepreneurial mindset
  • Strong organizational and time management skills
  • Ability to work independently and as part of a team
  • Positive, enthusiastic, and self-motivated attitude
  • Technologically savvy & proficient with PCs and Microsoft systems
  • U.S. work authorization (required)

If you're looking for a challenging and rewarding opportunity to build a career in the insurance industry, we encourage you to apply for this opportunity at Trailstone Insurance as we grow our team

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