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Personal Lines Insurance Advisor

Jewelers Mutual Insurance Company, SI
Neenah, WI Full Time
POSTED ON 8/5/2025
AVAILABLE BEFORE 10/3/2025

Summary

The Personal Lines Insurance Advisor position is responsible for driving incremental top line growth by selling personal lines products via communication channels to existing and new Agency customers and Jewelers Mutual Personal Lines customer’s base.

Why Jewelers Mutual:

We are a financially secure, exceptionally positioned, and intellectually curious company driven by our core values of Agility, Accountability and Relevancy! We continue to raise the tide of the jewelry industry we’ve served since 1913 through our innovative people, our unyielding customer commitment, and evolution of our products and services to be the most trusted advisor to all we serve.

With a generous benefits package, office locations throughout the United States, and a mantra of “making your mark today”, consider evolving your career and shining bright with Jewelers Mutual Group!

Essential Duties and Responsibilities include the following. Other duties may be assigned.
  • Source new sales opportunities through inbound lead follow-up, internet leads and outbound calls and emails.
  • Persuasive negotiations skills and highly effective listening and communication skills
  • Prepare personalized personal lines insurance quotes to prospects
  • Facilitate a sales culture to maximize retention, customer satisfaction, and up-sell and cross sell opportunities with each customer interaction
  • Close sales and achieve quarterly quotas.
  • Works with Management on the creation of marketing plans/promotions.
  • Maintains accurate client data in agency management system.
  • Will maintain strong relationship with carrier partners
  • Maintain product knowledge for P&C lines of business written through agent distribution channel

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Leadership Responsibilities

None

Qualifications
  • High school diploma.
  • Prefer 2 years of experience selling personal lines products in a multiline insurance agency environment insurance sales experience.
  • An equivalent combination of education and/or experience may be considered.

Certificates, Licenses, Registrations

Property/Casualty Insurance Agent License required and CISR designation preferred.

Physical Requirements
  • Prolonged periods sitting at a desk and working on a computer.
  • Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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