Personal Lines New Business Client Executive/Sales Advisor
Twin Cities, MN (St. Paul or Plymouth) | Hybrid, with remote considered for candidates who know the Twin Cities market
About the Company
Our client is a national insurance brokerage and consulting firm spanning property and casualty, employee benefits, wealth, and retirement, and is backed by one of the world’s leading risk and insurance organizations. Their Personal Lines New Business team is a dedicated sales group that converts a steady flow of inbound leads and referrals into new clients, and they’re adding a proven producer to the team.
The Role
This is a true hunter seat. You’ll own every sale from first conversation through quote and bind as the client’s single point of contact, with no handoff to a separate producer. Reporting to Personal Lines leadership, you’ll stay focused on writing new business while a dedicated service team handles ongoing account work.
Key Responsibilities
- Work provided leads and referrals, advising prospective clients on home, auto, umbrella, personal articles, and related coverages
- Partner with carrier underwriters to assess appetite and determine the best placement for each risk
- Build accurate, timely quotes using the agency management system, rating tools, and carrier portals
- Close and bind new business, and deliver policy correspondence to agency standards
- Identify cross-selling opportunities to round out each client’s coverage
- Build strong relationships with carriers, referral partners, and internal teams
- Travel occasionally (about 5%) within the Central region
Qualifications
- Active Minnesota P&C license, or the ability to obtain it upon hire
- 3+ years of licensed Personal Lines sales experience with a true new business focus
- Comprehensive knowledge of the Twin Cities personal lines market
- Hands-on experience placing business with carriers such as Travelers, Safeco, Progressive, and Auto-Owners
Preferred
- CPCU, CPRIA, CAPI, or another P&C designation
- Applied EPIC experience
- Bachelor’s degree
- Strong presentation and negotiation skills
For additional information contact
Kerry O’Donnell
VP & Executive Insurance Recruiter
National PCS Vertical Leader
The Rogan Group, Inc. – Risk & Insurance Management Recruiting
443-977-1323 mobile, kodonnell@rogangroup.com