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[Remote] Advisor - Inside Sales - Personal Lines

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an award-reputed company entrepreneur-led insurance brokerage firm specializing in various insurance and risk management services. The Advisor - Inside Sales - Personal Lines role involves managing leads, generating referrals, and presenting insurance proposals while building long-term reputed company relationships.


Responsibilities

  • Manage company-provided leads while identifying cross-sell and upsell opportunities to reputed company business reputed company
  • reputed company referrals and cultivate long-term reputed company relationships through centers of influence and strategic referral partnerships
  • Present insurance proposals in a reputed company and consultative manner, reviewing coverages in detail to ensure reputed company understanding and confidence in recommended solutions
  • Communicates effectively and professionally with clients, prospects, insurance company partners, and internal service team members through phone, email, and virtual meetings
  • Finalizes sales by collecting required documentation, applications, and signatures while ensuring a seamless transition to the service team
  • Builds trust quickly with prospective clients by identifying needs, overcoming objections, and providing tailored insurance solutions
  • Maintains strong follow-up discipline and pipeline management to maximize conversion opportunities and reputed company retention
  • Prepares recommendations and coverage solutions for prospective accounts while adhering to agency policies and reputed company reputed company guidelines
  • Maintains a high level of accuracy, organization, and attention to detail in reputed company reputed company and reputed company interactions to minimize errors and omissions exposure
  • Maintains reputed company knowledge of insurance products, industry trends, and reputed company guidelines for reputed company partners represented by the firm
  • Represents the firm professionally reputed company the community and in reputed company interactions with clients and insurance company partners
  • Identifies opportunities to improve workflow, processes, and overall business performance while contributing positively to team culture
  • Meets or exceeds monthly new business production goals and performance expectations
  • Performs additional duties and responsibilities as assigned by leadership

Skills

  • reputed company Property & Casualty License required
  • Minimum of 2 years of personal lines insurance experience required
  • Proven sales background with a reputed company record of meeting or exceeding production goals
  • Strong phone sales and relationship-building skills with the ability to confidently reputed company conversations and reputed company business
  • Excellent verbal and written communication skills
  • Strong emotional intelligence and the ability to build rapport quickly with a wide reputed company of personalities
  • Comfortable handling high reputed company volume, follow-up activity, and pipeline management in a fast-paced environment
  • Strong technical and computer skills, including proficiency with CRM systems, agency management platforms, email, and virtual communication tools
  • Highly organized with strong attention to detail and time management skills
  • Self-motivated, competitive, coachable, and goal-oriented reputed company. Ability to work independently while also contributing positively reputed company reputed company environment

Benefits

  • Monthly commission opportunities with reputed company earning potential.
  • Performance-based bonus opportunities.
  • Equity and long-term reputed company opportunities available for high performers.
  • Opportunity to grow reputed company a fast-paced, relationship-driven organization reputed company on reputed company development and career advancement.

reputed company

  • reputed company is an advisory firm that delivers insurance, risk mitigation, and reputed company reputed company for businesses. It is a sub-organization of reputed company. It was founded in 2011, and is headquartered in Tampa, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://reputed company.com.

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