Personal Lines Consultative Sales Representative

Worldwide Insurance Network, Inc.
Greensboro, NC/Raleigh, NC/Dallas, TX/Palm Springs, CA
Negotiable based on experience
Apr 26, 2022
Jun 25, 2022
Personal Lines Consultative Sales Representative
Sales, Underwriting
Job Type
Full Time

The Personal Lines Consultative Sales Representative (Underwriter) is an inside Property & Casualty (P&C) sales position.   

  • Participation and successful completion of training program, including successful completion of State P&C licensing requirements.
  • Answers inbound underwriting requests from sub-agents by quoting, recommending, reviewing, and binding insurance coverage.
  • Ability to use sales techniques such as securing critical risk information, identifying, and overcoming objections, generating interest, asking for the sale, and conducting follow-up to convert leads to sales.
  • Apply consultative skills by identifying and analyzing customer needs to ensure high customer satisfaction, proper coverage, and education to the customer.
  • Ability to create customer rapport and build a relationship with a sub-agent in a professional manner. 
  • Ability to properly identify and measure how to place the business with the appropriate carrier and with the appropriate coverage.  (i.e. Standard, Non-Standard, etc…, High Value, or Underwriting concerns)
  • Identify cross-selling/packaging opportunities including identifying new revenue opportunities from additional lines of coverage. 
  • Maintains accurate data in appropriate systems to reflect account activity by tracking and capturing information and data.
  • Collect underwriting information from the sub-agent and submission to the appropriate company representative.  

Character Traits

Desire to learn


Strong sense of self

Emotional maturity


High school diploma or equivalent

Ability to obtain and maintain P&C License  

General knowledge of insurance products and services

Exceptional customer service, oral and written communication skills

Detail oriented 

Understanding of sales techniques
Proficient business computer application skills

Knowledge and demonstrated proficiency with MS Office based software

Demonstrated ability to handle customers in a professional manner

Organization/time management skills

Ability to multi-task using the phone and multiple computer programs

The ability to multi-task and adapt to a changing environment

Must be able to work within a team environment

Ability to identify work environment opportunities and offer solutions

Must be able to make independent, customer-focused decisions

Ability to adhere to a schedule and be accountable to results


Associates or Bachelor’s Degree

Active P&C License

2 or more years related work experience.  Related experience may include experience in an office/carrier/agency/broker/call center environment. 

Ability to multi-task and adapt to a changing environment