Personal Lines Sales Executive (Hybrid)

About FBinsure, A Division of Patriot Growth Insurance Services: Founded in 1999, FBinsure is a family-run, independent insurance agency headquartered in Taunton, Massachusetts. We specialize in providing comprehensive property and casualty insurance solutions throughout the Northeast. Our mission is to continually improve our products and services to meet our clients’ needs, leveraging the professionalism, education, and integrity of our employees in an innovative and technologically advanced environment. As a proud partner agency of Patriot Growth Insurance Services, LLC, we are committed to sharing our prosperity with our employees and communities.

Position Overview: At FBinsure, we are committed to tailoring insurance to the individual needs of our valued clients. As a Personal Lines Sales Executive, you are more than an insurance agent to our clients. You are an advocate, insurance educator and adept communicator. A Personal Lines Sales Executive’s responsibilities include providing that tailored approach for opportunities that call or walk into our offices, seeking out new business, and rounding and upselling existing accounts. Using your expertise, you will educate and advise personal clients on the right coverage options for their specific needs. Your role will have you working with clients and alongside carrier partners to analyze policies and exposures, understand client needs, and design insurance programs according to FBinsure guidelines. Insurance, while critical, can also be a maze. It’s our mission to ensure our clients are well-advised and know their specific needs and concerns have been addressed. It will be your responsibility to work with clients to ensure they are getting the best coverages and value for their needs, recommend actionable solutions.

Work Arrangement: This is a full-time, hybrid position reporting to our office located at 128 Dean Street, Taunton, MA.

Professional Responsibilities:

• Develop leads and prospects through marketing efforts, centers of influence, and referral opportunities.
• Identify, educate, and assist insureds regarding exposures, coverages, and exclusions.
• Prequalify insurance prospects for insurability and quality of risk.
• Create insurance proposals and make sales presentations to prospective and existing clients on new business.
• Refer clients to other departments for products in commercial lines and financial services.
• Complete and submit applications and related documentation to appropriate insurance markets.
• Consult with prospects on proper insurance coverages and if a group account, advise of program benefits.
• Handle all non-Producer generated new business sales in a timely and accurate manner.
• Educate clients concerning agency payment expectations and cancellation procedures.
• Prepare and deliver binders to insureds.
• Maintain Epic Agency Management system files accurately in accordance with agency guidelines

Qualifications and Requirements:

• 2+ years of experience in a business development/sales function
• Minimum of 1 year of experience in the Property and Casualty Insurance industry
• Active Massachusetts Property &a