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Relation Insurance Services · 16 hours ago

Personal Line Sales Executive

Fresno, CA

Full-time

Hybrid

Mid Level

$70K/yr - $129K/yr

3+ years exp

Relation Insurance Services is focused on delivering tailored risk management solutions for affluent and high-net-worth clients. The Personal Lines Producer role involves business development, relationship management, and technical insurance expertise to grow a personal lines book of business and provide personalized risk management advice.

ConsultingEmployee BenefitsFinancial ServicesInsuranceRetirement

Hiring Manager

Tara Pendleton

Responsibilities

Build and grow a personal lines book of business by achieving $100,000 in new-business annual revenue

Schedule appointments with affluent and high-net-worth households to uncover lifestyle-driven exposures and design tailored insurance programs

Develop and execute business development strategies by cultivating and expanding targeted relationships that serve the affluent and high-net-worth market

Deliver personalized, consultative risk management advice, addressing complex needs such as high-value residences, secondary/seasonal properties, valuable collections, specialty autos, watercraft, umbrellas, and personal cyber risks

Prepare and present personalized proposals; overcome prospect-specific objections to close business

Manage prospect and client data within CRM and maintain disciplined pipeline tracking

Collaborate with Relation’s Commercial Lines and Employee Benefits producers to identify and capture personal lines opportunities

Represent Relation as a trusted advisor, consistently delivering a high-quality client experience

Qualification

Personal lines sales experienceProperty & Casualty licensePersonal insuranceCRM proficiencyMicrosoft Office proficiencyOrganizational disciplineWritten communication skillsVerbal communication skillsPresentation skillsTeamwork skillsGoal orientation

Required

3+ years of experience in personal lines sales or service, with strong preference for affluent/high-net-worth exposure

Active Property & Casualty license required

Track record of meeting or exceeding new business sales goals

Strong knowledge of personal insurance products, underwriting practices, and marketplace dynamics, with the ability to navigate changing appetites and complex risks

Excellent written, verbal, and presentation skills

Strong teamwork skills with ability to work independently

High motivation, goal orientation, and organizational discipline

Proficiency with Microsoft Office and CRM platforms

Ability to travel up to 50% for client and relationship development