Personal Lines Sales Executive
Personal Lines Sales Executive
Why This Role Matters
How You'll Make an Impact
- Generate new business opportunities through referrals, marketing initiatives, community engagement, and centers of influence.
- Consult with clients and prospects to identify risks, explain coverage options, and recommend personalized insurance solutions.
- Create compelling insurance proposals and deliver effective sales presentations that drive new business growth.
- Strengthen client relationships by identifying account rounding opportunities and connecting clients with additional products and services.
- Partner with carrier representatives to evaluate policy options and secure competitive coverage solutions.
- Maintain accurate documentation, applications, and client records within the Epic Agency Management System to support operational excellence.
Who You Are
- You are a relationship-focused professional who enjoys helping clients understand complex insurance decisions.
- You take a consultative approach and prioritize understanding client needs before providing recommendations.
- You are proactive in developing leads, pursuing opportunities, and growing a book of business.
- You communicate clearly and professionally, both verbally and in writing.
- You are organized and detail-oriented, ensuring accuracy in applications, documentation, and client communications.
- You collaborate effectively with teammates, carrier partners, and internal stakeholders to deliver outstanding client experiences.
- You are driven by continuous learning and committed to remaining knowledgeable about coverage options, market trends, and industry best practices.
What You Bring
Day One:
- 2+ years of experience in a business development or sales role
- Minimum of 1 year of experience within the Property & Casualty insurance industry
- Active Massachusetts Property & Casualty Insurance License
- High school diploma or GED
- Strong verbal and written communication skills
- Proficiency with Microsoft Office Suite
- Ability to build and maintain effective working relationships with clients, carrier partners, and colleagues
- Authorization to work in the United States without sponsorship
Valuable Additions:
- Associate degree in Sales, Business Administration, Marketing, or a related field
- Experience working with Epic Agency Management System
- Proven success generating leads through referrals, networking, and relationship-building activities
- Experience presenting insurance proposals and consultative sales recommendations
- Passion for contributing to a collaborative, growth-oriented insurance organization
Real Benefits for Real Life
- Multiple medical plan options, with preventive care covered at 100%
- Free virtual medical and mental healthcare for employees and their families, plus a dedicated healthcare concierge to help you navigate benefits, compare prescription costs, and make more confident, personalized care decisions
- Employer-paid short-term and long-term disability coverage
- Paid parental leave
- Personalized PTO that lets you take time away when you need it, without traditional accruals, plus separate sick leave
- Competitive 401(k) company match to help you build your financial future
- Comprehensive dental and vision coverage
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support
About Patriot Growth Insurance Services
Pay Range: Posted below*
*Any job offer is based upon a salary analysis to comply with applicable state pay transparency laws, considering relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis. Roles may also be eligible for a supplemental compensation, such as performance-based bonus, commission, or equity. Specific eligibility will be discussed with Talent Acquisition team.
Patriot Growth Insurance Services offers a comprehensive benefits package, including medical, dental, and vision insurance; a 401(k) with company match; personalized time off and company paid holidays.
Pay Range
$40,000 - $60,000 USD
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