Personal Lines Inside Sales Representative
Deland, Gibson Insurance Associates, Wellesley, MA, United States
Deland, Gibson is always searching for the right people.
D,G maintains a world class workforce to provide Peace of Mind Through Proactive Service. Everyone in the D,G family of clients, community and coworkers are representative of the firm’s Core Values.
Work with URGENCY
Show COMPASSION
Be LIFE-LONG LEARNERS
Have GRIT
INNOVATE
If you feel you emulate our core values and are interested in teaming with a progressive, proactive agency, apply below.
Location:
Wellesley/Franklin, MA
Job Id: 186
# of Openings: 0
The Personal Lines Inside Sales Representative is responsible for converting inbound personal lines leads into bound policies while delivering an exceptional client experience. This role emphasizes quick response, needs-based selling, and cross‑selling to provide comprehensive protection to clients.
KEY RESPONSIBILITIES
Respond promptly to inbound calls, emails, and web leads
Conduct coverage reviews and present tailored insurance solutions
Quote and bind new personal lines business through preferred carriers
Cross‑sell additional products (umbrella, auto, home, valuables, etc.)
Follow up on open quotes with urgency to improve close ratios
Maintain accurate and timely documentation in Applied Epic
Collaborate with service staff for seamless onboarding of new clients
Consistently meet monthly sales, close rate, and cross‑sell goals
QUALIFICATIONS
1‑2 years’ experience in Personal Insurance sales or customer service
Active Massachusetts P&C License or ability to obtain within 90 days
Comprehensive knowledge of personal lines insurance products and carriers
Strong phone presence, experience in high‑volume inbound sales environment preferred
Excellent interpersonal and written communication skills.
Proficiency in Microsoft Office; familiarity with Applied EPIC and comparative raters preferred
CORE COMPETENCIES
Highly organized with the ability to manage multiple priorities
Comfortable working with data, metrics, and sales activity tracking
Self‑motivated and accountable; thrives in a fast‑paced environment
Coachable, curious, and eager to develop sales and advisory skills
Professional presence with the ability to collaborate across departments
Growth‑oriented mindset aligned with performance and continuous improvement
SUPERVISORY RESPONSIBILITY This position does not have any supervisory responsibilities.
WORK ENVIRONMENT This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, tablets, phones, multi‑function printers, and fax machines.
PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to talk and/or listen; frequently stand; walk; sit for extended periods of time; frequently use hands/fingers to handle/feel when operating a computer and other office equipment; reach with hands and arms.
Agency Opportunities - Partner with Deland, Gibson If you are an agency owner and looking to make more money – get rid of infrastructure headaches and increase your bottom line – Contact Deland, Gibson. DG is currently seeking agencies to merge with DG. If interested,
please contact us here .
#J-18808-Ljbffr
D,G maintains a world class workforce to provide Peace of Mind Through Proactive Service. Everyone in the D,G family of clients, community and coworkers are representative of the firm’s Core Values.
Work with URGENCY
Show COMPASSION
Be LIFE-LONG LEARNERS
Have GRIT
INNOVATE
If you feel you emulate our core values and are interested in teaming with a progressive, proactive agency, apply below.
Location:
Wellesley/Franklin, MA
Job Id: 186
# of Openings: 0
The Personal Lines Inside Sales Representative is responsible for converting inbound personal lines leads into bound policies while delivering an exceptional client experience. This role emphasizes quick response, needs-based selling, and cross‑selling to provide comprehensive protection to clients.
KEY RESPONSIBILITIES
Respond promptly to inbound calls, emails, and web leads
Conduct coverage reviews and present tailored insurance solutions
Quote and bind new personal lines business through preferred carriers
Cross‑sell additional products (umbrella, auto, home, valuables, etc.)
Follow up on open quotes with urgency to improve close ratios
Maintain accurate and timely documentation in Applied Epic
Collaborate with service staff for seamless onboarding of new clients
Consistently meet monthly sales, close rate, and cross‑sell goals
QUALIFICATIONS
1‑2 years’ experience in Personal Insurance sales or customer service
Active Massachusetts P&C License or ability to obtain within 90 days
Comprehensive knowledge of personal lines insurance products and carriers
Strong phone presence, experience in high‑volume inbound sales environment preferred
Excellent interpersonal and written communication skills.
Proficiency in Microsoft Office; familiarity with Applied EPIC and comparative raters preferred
CORE COMPETENCIES
Highly organized with the ability to manage multiple priorities
Comfortable working with data, metrics, and sales activity tracking
Self‑motivated and accountable; thrives in a fast‑paced environment
Coachable, curious, and eager to develop sales and advisory skills
Professional presence with the ability to collaborate across departments
Growth‑oriented mindset aligned with performance and continuous improvement
SUPERVISORY RESPONSIBILITY This position does not have any supervisory responsibilities.
WORK ENVIRONMENT This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, tablets, phones, multi‑function printers, and fax machines.
PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to talk and/or listen; frequently stand; walk; sit for extended periods of time; frequently use hands/fingers to handle/feel when operating a computer and other office equipment; reach with hands and arms.
Agency Opportunities - Partner with Deland, Gibson If you are an agency owner and looking to make more money – get rid of infrastructure headaches and increase your bottom line – Contact Deland, Gibson. DG is currently seeking agencies to merge with DG. If interested,
please contact us here .
#J-18808-Ljbffr