Connor & Gallagher OneSource (CGO) is a full-service Human Capital and Risk Management partner. Since 1997, we’ve supported organizations nationwide with insurance, employee benefits, HR, payroll, retirement, and risk management solutions. Our dedicated teams combine expertise with a hands‑on service model, delivering integrated, flexible solutions that help businesses and their people thrive.
In a Nutshell
The Personal Lines Insurance Broker focuses on developing new business opportunities for home, auto, umbrella, and life insurance solutions while building long‑term client relationships. The ideal candidate is a self‑motivated sales professional who thrives on networking, referral development, and delivering a high‑touch client experience.
What You Will Be Doing
- Develop new business opportunities for personal insurance products including home, auto, umbrella, and life coverage
- Prospect through referrals, networking, community involvement, and outbound sales activities
- Build and maintain strategic relationships with mortgage lenders, real estate professionals, financial advisors, and other referral partners
- Collaborate with internal service teams to ensure exceptional client onboarding and ongoing service
- Identify cross‑selling opportunities within existing clients and referral networks
- Manage and grow a personal book of business while maintaining strong retention and client satisfaction
- Maintain accurate activity and pipeline tracking within agency systems.
Qualifications
- Active Property & Casualty license required (Life license preferred or willingness to obtain)
- 3+ years of sales experience, preferably in insurance, financial services, or a relationship‑driven sales environment
- Demonstrated success in prospecting, networking, and closing new business
- Professional presence and ability to represent the agency in the marketplace
Key Skillset
- High level of integrity, confidentiality, and professionalism.
- Strong relationship‑building and networking abilities
- Proven sales and closing skills in a competitive environment
- Ability to develop and sustain referral partnerships with external business partners
- Strong consultative selling approach focused on understanding client needs and recommending appropriate coverage solutions
- Excellent verbal and written communication skills
- High level of self‑motivation, persistence, and accountability
- Strong time management and organizational skills to manage prospecting, client meetings, and follow‑up activities
- Ability to work collaboratively with internal teams while independently driving new business growth
What’s in It for You
- Be part of a collaborative and growing organization that values innovation, client service, and professional development.
- Access to strong carrier relationships and competitive product offerings
- Competitive compensation structure including commission and incentive opportunities
- Unlimited PTO
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