Personal Lines Sales Agent

MetzWood Insurance is seeking a motivated and professional Personal Lines Sales Agent to join our growing team. This role is ideal for someone who thrives on building relationships, identifying client needs, and delivering tailored insurance solutions.

As part of our Personal Insurance Department, you’ll handle a mix of inbound leads and self-generated opportunities through prospecting and networking. Once coverage is bound and applications are complete, accounts transition to our dedicated service team—allowing you to focus on growth and new business development.

This full-time, in-office position will be primarily based in Chatham, Monday through Friday from 8:00 AM to 4:30 PM.

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Benefits

  • Salary Range: $40,000.00 - $55,000.00 per year
  • Annual Base Salary + Commission
  • Paid Time Off (PTO)
  • Health Insurance
  • Hands on Training
  • Mon-Fri Schedule
  • Retirement Plan

In this role, you will:

  • Convert inbound leads and generate new business through outbound outreach and networking.
  • Use a consultative sales approach to identify client needs and recommend the right coverage.
  • Prepare quotes, proposals, and presentations for home, auto, umbrella, and other personal insurance products.
  • Collaborate with underwriters and the Personal Lines Manager to ensure proper account placement.
  • Attend local networking functions, chamber of commerce events, and community activities to build relationships and generate new business opportunities. Those activities may often occur outside of normal business hours.
  • Maintain detailed and accurate records in Applied Epic and related systems.
  • Participate in departmental meetings and contribute to sales initiatives.

Qualifications:

  • Current Property & Casualty license (or ability to obtain within 60 days).
  • Minimum of 1–3 years of experience in personal lines or a related sales role.
  • Proficiency with Microsoft Office (Word, Excel, Outlook), Applied Epic, and comparative rater systems.
  • Strong written and verbal communication skills.
  • Driven, professional, goal-oriented.
  • Organized multitasker with exceptional attention to detail.
  • Adaptable and confident in managing both inbound and outbound opportunities.

What's Next

If you’re interested in joining the team at MetzWood Insurance, please apply here. A member of our team will be in touch following your application. We appreciate your interest and are excited to learn more about you!

Why MetzWood?

MetzWood Insurance is an established fourth-generation insurance agency that has served our community for over a century. Our reputation has been earned through our team’s commitment to service and high standards for our clients. Because our employees are essential to our success, we are committed to creating meaningful career opportunities by providing generous compensation, annual bonuses, and professional growth opportunities.