Personal Lines Sales Associate at Adamson… · Ankeny

Summary: Adamson Insurance & Associates is hiring a Personal Lines Sales Associate to sell home and auto insurance and help clients choose the right coverage with confidence. This role focuses on following a structured sales process and achieving measurable production goals. Responsibilities: - Sell personal lines insurance including Auto, Home, Umbrella (and related lines) - Handle inbound leads and referrals, gather accurate client information, and set expectations - Present quotes, explain coverage in plain language, and recommend appropriate options - Follow up consistently and move opportunities through a structured sales process - Document all activity accurately in our agency management system - Coordinate with internal support teams and carriers to deliver quotes efficiently - Hit activity and sales goals with urgency, professionalism, and consistency Required Qualifications: - Active Property & Casualty (P&C) license OR Active Personal Lines Insurance license (required) - Strong phone and communication skills - Demonstrated coachability and willingness to take direction from leadership - Ability to follow a structured, step-by-step sales process consistently - High attention to detail and follow-through - Comfortable working with multiple computer systems (AMS/CRM, carrier portals, quoting tools) - Reliable attendance and punctuality for an in-office role Preferred Qualifications: - Personal lines sales experience (home/auto) in an independent agency or captive agency - Inside sales, consultative selling, account management, or call center experience - Experience working in a metrics-driven environment with daily follow-up expectations Required Skills: Property & Casualty (P&C) license, Personal Lines Insurance license, Personal lines insurance sales, Auto insurance, Home insurance, Umbrella insurance, Agency management system (AMS), Customer relationship management (CRM) software, Carrier portals, Quoting tools, Coachability Benefits: Training, scripts, and proven internal processes to help you succeed, Growth opportunity in a stable, locally owned agency serving Ankeny for the past 32 years