Personal Lines Sales Executive

This job includes a base rate plus commissions. Total Potential Annual Earnings: $60,000 - $350,000. Focused in the P&C space, the Market Leaders are responsible for maintaining and growing internal relationships with all regional banking divisions within their assigned community bank region. Market leaders are responsible for regional NBTI communication with our bank partners around prospects, customers, and sponsored community events. Primary production responsibilities will be focused on the Commercial Bank through coordinated cross‑selling initiatives with the Regional President and the Middle Market Relationship Managers. Market leaders are also responsible for developing and closing new business opportunities with non-banking customers within their assigned region or across regions as a SME. Market Leaders are expected to grow their book of business year over year to meet regional and personal production goals.
Education and Experience Bachelor's Degree or equivalent education and experience (required)
5+ Years of Successful Insurance sales experience (preferred)
Property & Casualty Broker's license and/or Life, Accident, and Health license or ability to obtain within 3 months of hire
Skills and Abilities Advanced working knowledge of middle market insurance products and risk management solutions
Proven relationship building skills to support business development efforts (internal, external, COI)
Proven sales acumen (source, develop strategy, present, and close middle market business accounts)
Ability to work with Regional Bank President, regional banking teams, and insurance teams to achieve mutual business development and retention goals
Requires strong planning, organizational, problem solving and time management skills with the flexibility to adjust to changing priorities
Must be self‑directed and be able to accomplish work with limited supervision and general work direction
Proficient with Microsoft Word, Excel, PowerPoint and Agency Management software solutions
Unique Job Characteristics and Requirements Valid Driver License required.
Tasks Performed 40% Achieve individual revenue growth goals by prospecting, developing and closing middle market new business opportunities
30% Achieve individual customer retention targets through the successful delivery of risk management advisory services, account cross‑selling, and general customer service
15% Work closely with regional banking partners to achieve mutual business development goals
10% Work with Regional President directly to coordinate mutual business development goals and participation in regional sponsored events
5% All other tasks as assigned
Physical Requirements Communicate effectively with internal and/or external customers
Stationary 50% of time
Move about within or between locations
Bend, Twist, Crouch, Squat
Move Objects to Maximum 10 lbs
Benefits for Full‑Time Employees Generous Paid Time Off: At least 22 days annually, prorated in the year of hire
Parental Leave: Six weeks of paid leave at 100% of your salary
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants
Dental and Vision Coverage: Ensuring your overall health and well‑being
Flexible Spending Accounts: For healthcare and dependent care expenses
Employer‑Paid Disability Coverage: Both short‑term and long‑term, with an option to purchase additional long‑term coverage
Life Insurance: Employer‑paid basic life insurance, with an option to purchase supplemental coverage
Voluntary Benefits: Including hospital, accident, and critical illness coverage
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future
Adoption Assistance: Supporting your growing family
Tuition Reimbursement: Invest in your education and career growth
Employee Assistance Program (EAP): Access to support and resources
Pet Insurance: For all your furry friends
Financial and Banking Services: Various banking services benefits and financial planning assistance
Benefits for Part‑Time Employees Working 20+ Hours/Week Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants
Dental and Vision Coverage: Ensuring your overall health and well‑being
Voluntary Benefits: Including hospital, accident, and critical illness coverage
Generous Parental Leave: Six weeks of paid leave at 100% of your salary
Benefits for All Part‑Time Employees Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety
Employee Assistance Program (EAP): Access to support and resources
Financial and Banking Services: Various banking services benefits and financial planning assistance
EEO Statement EBI is an equal opportunity employer and fully supports a diversified environment. We do not discriminate against any applicant or employee because of race, color, religion, sex, national origin, age, disability, sexual orientation, marital status or veteran status, recently separated veterans, genetic information, victims of domestic violence and stalking or any other class protected by Federal, State or local law. This policy applies to all terms of employment.
Authorization Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.

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