Personal Lines Account Executive

About the Opportunity

‍

An established and growing independent insurance brokerage is seeking an entrepreneurial and relationship-driven Personal Lines Sales Broker to join its team.

‍

This opportunity is ideal for an individual who enjoys building a book of business, developing meaningful client relationships, and creating opportunities through networking, referrals, and business development activities. Unlike traditional service-focused brokerage roles, this position is designed for a self-starter who thrives on prospecting, client acquisition, and long-term account growth.

‍

Offering a competitive base salary plus commission structure, this role provides significant earning potential, autonomy, and the support of a respected brokerage platform.

‍

Key Responsibilities

‍

Sales & Business Development

‍

• Generate and develop new personal insurance business through proactive prospecting and relationship-building activities.
• Build and maintain a strong pipeline of opportunities through networking, referrals, community engagement, and strategic business development efforts.
• Identify client needs and recommend tailored insurance solutions across a range of personal insurance products.
• Prepare and present insurance quotations while clearly communicating coverage recommendations and value propositions.
• Manage the full sales cycle from prospecting and discovery through policy placement and client onboarding.
• Develop and maintain long-term client relationships focused on trust, retention, and account growth.
• Collaborate with insurer partners to secure competitive coverage solutions.
• Stay informed on market trends, carrier appetites, and industry developments to provide value-added advice to clients.

‍

Client Management & Operations

‍

• Maintain accurate client records and sales activity within brokerage systems and CRM platforms.
• Ensure compliance with licensing requirements, regulatory standards, and brokerage procedures.
• Utilize digital sales tools and technology to support business development and client engagement initiatives.
• Contribute positively to a collaborative and client-focused team environment.

‍

Qualifications

‍

• 3–5+ years of insurance experience, preferably within a brokerage and personal lines environment.
• Proven ability to generate new business and develop client relationships independently.
• Strong entrepreneurial mindset with a high degree of self-motivation and accountability.
• Demonstrated success achieving or exceeding sales targets and business development objectives.
• Strong consultative selling, negotiation, and communication skills.
• Ability to work independently while contributing effectively within a team environment.
• Experience utilizing brokerage technology platforms, CRM systems, and digital sales tools.
• Insurance licensing required.
• Existing referral networks and business development experience considered strong assets.
• CIP designation completed or in progress is considered an asset.

‍

Compensation & Benefits

‍

• Competitive base salary plus commission structure.
• Strong earning potential tied to performance and business growth.
• Flexible and hybrid work arrangements.
• High degree of autonomy and entrepreneurial freedom.
• Professional development and continuing education opportunities.
• Supportive leadership and collaborative team environment.
• Access to strong insurer relationships and market resources.
• Long-term career growth opportunities within a growing organization.

‍

Why Consider This Opportunity?

‍

This is an excellent opportunity for an insurance sales professional who wants to take ownership of their success while benefiting from the support and resources of an established brokerage. The successful candidate will have the ability to build a meaningful book of business, create long-term client relationships, and grow their career in an entrepreneurial and relationship-focused environment.

‍

Salary Information

‍

Compensation for the successful candidate will be determined by our client and may vary based on several factors, including local market conditions, geographic location, and job-related qualifications such as knowledge, skills, experience, education, and credentials.

‍

Expected salary range: $55,000.00 – $75,000.00 annually + commission.