Personal Insurance Sales Specialist

Personal Insurance Sales Specialist

The Allen Thomas Group is a growing independent insurance agency committed to delivering a modern, transparent, and client-focused experience.

We leverage cutting-edge technology and a proven lead generation system to help our team close more business — with no cold calling required. We are looking for a driven Personal Lines Sales Specialist to join our team and help individuals and families find the right coverage. 

About Our Agency 

As an independent agency, we are not captive to any single carrier — we advocate for our clients by shopping a broad market of top-rated personal lines carriers to find the best combination of coverage, price, and service. Our team is our greatest asset, and we foster a collaborative, performance-driven culture where your success is our success. 

Role Overview 

The Personal Lines Sales Specialist is responsible for converting inbound leads into bound personal lines policies — including auto, home, umbrella, and related products. You will manage your own pipeline, respond quickly to new opportunities, and deliver a consultative experience that sets our agency apart. This role is commission-based with uncapped earning potential and strong agency support. 

What Success Looks Like 

• Quickly responding to and qualifying inbound personal lines leads 

• Selecting the opportunities that best fit your skills and expertise 

• Effectively partnering with our team to maximize lead potential 

• Building strong, lasting relationships with personal lines clients 

• Consistently meeting and exceeding monthly new business sales targets 

• Leveraging our technology platform to streamline the sales process 

• Contributing to the ongoing improvement of our sales strategies 

Key Responsibilities 

Lead Management & Sales 

• Respond promptly to inbound personal lines leads generated through agency marketing channels. 

• Qualify prospects and identify the right coverage options across auto, home, umbrella, and specialty lines. 

• Present quotes from multiple carriers in a clear, consultative manner. 

• Follow up persistently to move prospects through the pipeline and close new business. 

• Meet or exceed monthly production targets for new business written premium. 

Client Relationship & Retention 

• Deliver an exceptional client experience from first contact through policy issuance. 

• Educate clients on their coverage options and the advantages of working with an independent agency. 

• Build a referral pipeline by delivering consistently outstanding service. 

Pipeline & Technology 

• Maintain accurate, up-to-date records in the agency CRM system. 

• Leverage comparative raters and quoting tools to generate competitive proposals efficiently. 

• Track activity, follow-up tasks, and pipeline metrics to maximize conversion rates. 

Qualifications 

Required 

• Active Property & Casualty insurance license. 

• Minimum 2+ years of experience in personal lines insurance sales. 

• Proven track record of meeting or exceeding sales targets in a performance-driven environment. 

• Strong communication, interpersonal, and consultative sales skills. 

• Proficiency with CRM systems, comparative raters, and sales technology. 

Preferred 

• Experience at an independent insurance agency. 

• Experience working with luxury and high net worth individuals (Home and Auto) 

• Familiarity with personal lines carriers and underwriting guidelines. 

• Insurance designations (CISR, CPCU, CIC) are a plus. 

• Knowledge of Applied Epic 

The Mindset We’re Looking For 

Sales Attributes: 

• Hunter mentality — hungry to close business and drive growth 

• Quick response time and a sense of urgency with inbound leads 

• Persistent follow-through with a consultative approach 

• Self-starter who manages their own pipeline effectively 

• Adaptable and comfortable in a tech-driven environment 

Personal Attributes: 

• Entrepreneurial spirit and drive 

• Client-first mindset with genuine care for outcomes 

• Coachable and eager to grow with the agency 

• Calm under pressure with strong organizational habits 

• Team-oriented and collaborative 

What We Provide 

• Quality inbound leads — no cold calling required 

• Comprehensive tech stack to support your success 

• Uncapped commission structure — the more you sell, the more you earn 

• First-year earning potential: $75,000–$100,000+ for top performers 

• Comprehensive benefits package including health, dental, and vision 

• IRA retirement plan 

• Ongoing training, development, and licensing support 

• Collaborative team culture with a modern, tech-forward approach 

How to Apply 

Please submit your resume and a brief cover letter describing your personal lines sales experience and what you would bring to our team. We will review all applications and will be in touch with qualified candidates promptly