NFP, an Aon company

Personal Lines Insurance Sales Advisor

NFP, an Aon company

full-time

Posted on:

Location Type: Hybrid

Location: Amherst • New York • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $50,000 - $65,000 per year

About the role

  • Advise and deliver personal insurance products tailored to the specific needs of prospective insured
  • Provide leads from non-solicited personal new business opportunities and referrals
  • Conduct a single-point-of-contact process for efficiency
  • Build long-lasting relationships with agency partners, company leadership, and staff
  • Understand various Carrier Appetites and Carrier Websites
  • Work closely with Carrier Underwriters to determine risk placement
  • Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes
  • Execute policy correspondence delivery per agency guidelines and procedures
  • Assist with special projects as assigned by management

Requirements

  • A bachelor’s degree preferred
  • HS Diploma or GED is required
  • More than 3 years of sales and service experience
  • Personal Lines Insurance experience preferred
  • Property & Casualty Broker's License required upon hire
  • CPCU, CPRIA, CAPI or other P&C designation preferred
  • Proficiency in MS Office suite, CRM- EPIC preferred, MS Teams
Benefits
  • Competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales experienceservice experiencepersonal lines insurancerisk placementpolicy correspondenceagency management systemrating systemtimely quotesCarrier AppetitesCarrier Websites
Soft Skills
relationship buildingcommunicationefficiencyproject assistancelead generation
Certifications
Property & Casualty Broker's LicenseCPCUCPRIACAPI