Sales Specialist

Job Title: Sales Specialist – Personal Lines

Job Summary:
We are seeking a motivated Sales Specialist – Personal Lines to support the growth of our agency by helping customers protect what matters most. In this role, you will build relationships with prospects and customers, identify insurance needs, recommend personal lines products, and deliver excellent customer service throughout the sales process.

Key Responsibilities:

• Generate new business opportunities through inbound and outbound sales activities
• Build and maintain strong relationships with prospects, customers, and referral sources
• Conduct needs-based conversations to recommend appropriate personal lines insurance solutions
• Quote, explain, and sell personal lines products, including auto, home, renters, umbrella, and other related coverages
• Follow up on leads, cross-sell opportunities, and policy renewals
• Assist customers with policy questions, coverage reviews, and account updates
• Maintain accurate customer records and activity notes in agency systems
• Support agency sales goals, retention efforts, and customer experience standards
• Stay current on products, underwriting guidelines, and compliance requirements

Qualifications:

• High school diploma or equivalent required; associate’s or bachelor’s degree preferred
• Previous sales, insurance, customer service, or relationship-building experience preferred
• Strong communication, interpersonal, and problem-solving skills
• Ability to build trust and explain coverage options clearly
• Organized, detail-oriented, and comfortable working in a fast-paced environment
• Proficiency with agency technology and CRM systems preferred
• Active Property & Casualty license preferred or ability to obtain within required timeframe

Preferred Skills:

• Personal lines insurance knowledge
• Consultative selling experience
• Ability to meet sales goals and performance expectations
• Strong follow-up and closing skills
• Team-oriented mindset with a customer-first approach

Job Types: Full-time, Part-time

Pay: $43,478.00 - $61,157.00 per year

Benefits:

• Flexible schedule
• Paid time off
• Paid training
• Tuition reimbursement
• Work from home

Compensation Package:

• Bonus opportunities
• Commission pay
• Monthly bonus
• Quarterly bonus
• Uncapped commission
• Yearly bonus

License/Certification:

• Driver's License (Preferred)

Ability to Commute:

• Toledo, OH 43604 (Required)

Ability to Relocate:

• Toledo, OH 43604: Relocate before starting work (Required)

Work Location: Hybrid remote in Toledo, OH 43604