Rue Insurance
Personal Lines Insurance Advisor (Sales)
Rue Insurance, Mercerville-Hamilton Square, New Jersey, United States
Personal Lines Insurance Advisor (Sales)
Rue Insurance is one of the largest independent insurance brokerages in New Jersey, established in 1917. We offer insurance solutions throughout NJ and PA with a focus on Mercer, Bucks, Burlington, Middlesex, Monmouth, Ocean, and Somerset counties. We consistently win “Best Places to Work NJ” and recently “Best Places to Work Insurance,” a national designation.
About the Position
Rue Insurance’s Personal Insurance Advisors sell personal insurance products to prospects and manage account rounding/upselling for existing clients to promote profitable agency growth that meets or exceeds annual sales targets. Quality of work must exemplify the best‑in‑class service standards established by Rue Insurance at all times.
Hybrid schedule available after 90 days.
Reports to:
Personal Lines Manager
Department/Unit:
Personal Lines
Work schedule & classification:
Full‑time, salaried (exempt)
Salary:
$50,000 – $75,000 annually
Duties & Responsibilities include but are not limited to:
Handle incoming prospect calls, walk‑ins and website leads for new business Generate new business opportunities by actively contacting prospects Schedule prospecting appointments to perform interactive sales presentations Gather relevant personal information to provide quotes tailored to the specific needs of the client Network with prospects by developing centers of influence outside the agency Engage a flow of referrals and new business opportunities Develop and utilize prospecting strategies to increase opportunities for new business Review customers’ current insurance and recommend changes or improvements Build and maintain client relationships and provide a consultative approach to account activity Reach or exceed annual sales targets/goals Recommend additional products to clients to ensure appropriate coverage is in place Utilize the agency management system to document all client and prospect calls and selling activities Utilize insurance company websites and comparative rating system Deliver first‑class customer service by setting clear expectations with the client and continually meeting or exceeding them Process payments from clients and advise of different payment options that may be available from the carrier Follow process flows in the system including logging all activities and updating applications and declaration pages Be familiar with and follow agency E&O guidelines Attend and participate in department and monthly company meetings
Qualifications & Education:
Bachelor’s degree preferred Minimum of 3 years of personal lines insurance sales experience Valid driver’s license and satisfactory driving record Property & Casualty License Excellent written and verbal communication skills Negotiation skills Highly motivated Team player Basic computer knowledge and proficiency with Microsoft Office Knowledge of Applied Systems EPIC (preferred) Knowledge of insurance company rating programs and comparative rating systems
Benefits:
Flexible Work Schedule In‑office / Remote Hybrid Work Schedule 401(k) with match Profit sharing plan Medical with HRA/HSA Dental, vision, and life insurance Accident, critical illness, AD&D, and more comprehensive coverage options
Physical Requirements:
Must be capable of sitting for a long period of time, working on a computer, standing, and walking.
Equal Opportunity Employer:
Rue Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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About the Position
Rue Insurance’s Personal Insurance Advisors sell personal insurance products to prospects and manage account rounding/upselling for existing clients to promote profitable agency growth that meets or exceeds annual sales targets. Quality of work must exemplify the best‑in‑class service standards established by Rue Insurance at all times.
Hybrid schedule available after 90 days.
Reports to:
Personal Lines Manager
Department/Unit:
Personal Lines
Work schedule & classification:
Full‑time, salaried (exempt)
Salary:
$50,000 – $75,000 annually
Duties & Responsibilities include but are not limited to:
Handle incoming prospect calls, walk‑ins and website leads for new business Generate new business opportunities by actively contacting prospects Schedule prospecting appointments to perform interactive sales presentations Gather relevant personal information to provide quotes tailored to the specific needs of the client Network with prospects by developing centers of influence outside the agency Engage a flow of referrals and new business opportunities Develop and utilize prospecting strategies to increase opportunities for new business Review customers’ current insurance and recommend changes or improvements Build and maintain client relationships and provide a consultative approach to account activity Reach or exceed annual sales targets/goals Recommend additional products to clients to ensure appropriate coverage is in place Utilize the agency management system to document all client and prospect calls and selling activities Utilize insurance company websites and comparative rating system Deliver first‑class customer service by setting clear expectations with the client and continually meeting or exceeding them Process payments from clients and advise of different payment options that may be available from the carrier Follow process flows in the system including logging all activities and updating applications and declaration pages Be familiar with and follow agency E&O guidelines Attend and participate in department and monthly company meetings
Qualifications & Education:
Bachelor’s degree preferred Minimum of 3 years of personal lines insurance sales experience Valid driver’s license and satisfactory driving record Property & Casualty License Excellent written and verbal communication skills Negotiation skills Highly motivated Team player Basic computer knowledge and proficiency with Microsoft Office Knowledge of Applied Systems EPIC (preferred) Knowledge of insurance company rating programs and comparative rating systems
Benefits:
Flexible Work Schedule In‑office / Remote Hybrid Work Schedule 401(k) with match Profit sharing plan Medical with HRA/HSA Dental, vision, and life insurance Accident, critical illness, AD&D, and more comprehensive coverage options
Physical Requirements:
Must be capable of sitting for a long period of time, working on a computer, standing, and walking.
Equal Opportunity Employer:
Rue Insurance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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