Job Description

Licensed Insurance Sales Representative - Property and Casualty - Base Salary to 70k/year - Berwyn, PA

• Our client, a growing independent insurance agency affiliated with a nationally established commercial equipment financing organization, is seeking a Licensed Insurance Sales Representative to join their team in Berwyn, PA.
• This role is ideal for an insurance professional with experience selling Commercial Lines and/or Personal Lines Property & Casualty insurance products in an agency environment. The position focuses on working warm leads, quoting coverage options, carrier follow-up, and developing long-term client relationships while growing a book of business. This is an onsite position in Berwyn, PA, with potential hybrid flexibility after an initial training and onboarding period.

Responsibilities:

• Contact and follow up with warm inbound and internal leads regarding Property & Casualty insurance solutions
• Quote and sell Commercial Lines and/or Personal Lines insurance policies based on customer needs
• Partner with insurance carriers to obtain quotes, negotiate coverage options, and secure competitive solutions
• Prepare insurance proposals, policy documentation, applications, and related client materials
• Maintain ongoing communication with prospects and existing clients throughout the sales process
• Develop and grow a book of business through referrals, prospecting, networking, and relationship management
• Review coverage options and recommend appropriate insurance solutions based on client exposures and requirements
• Accurately maintain client records, policy activity, and sales documentation within agency management systems
• Utilize AMS360, Applied Epic, or similar agency management platforms to manage workflow and customer information
• Collaborate with internal team members and carrier representatives to support policy placement and customer service initiatives

Qualifications:

• Active Pennsylvania Property & Casualty License required
• 3+ years of insurance sales experience within Commercial Lines, Personal Lines, or Property & Casualty insurance environments
• Experience working within an independent insurance agency, brokerage, or similar insurance sales setting
• Experience quoting, selling, and servicing Property & Casualty insurance policies
• Experience communicating and coordinating directly with insurance carriers
• Experience developing and maintaining a book of business
• Proficiency with AMS360, Applied Epic, or similar insurance agency management systems
• Proficiency with Microsoft Office products including Outlook, Word, and Excel
• Ability to work onsite in Berwyn, PA

Compensation:

• Base salary in the 55k – 70k/year range plus commission opportunity
• Medical, dental, and vision insurance
• 401k with company match
• Growth and advancement opportunities within a rapidly expanding organization

#INDALL