Inside Sales Representative - Personal Lines

Inside Sales Representative - Personal Lines

Company Overview
World Insurance Associates (“World”) is one of the fastest‑growing top 25 insurance brokers in the U.S. With nearly 3,000 employees in more than 300 offices across North America and the U.K., World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.

Role Overview
The Inside Sales Representative for Personal Insurance is a licensed sales professional responsible for generating new business through inbound and outbound sales activity. The role focuses on capturing internal, organic opportunities sourced through current clients, client referrals, unit leaders, team members, and leadership, while providing sales support to key marketing programs and initiatives.

• Primarily source leads through internal organic channels such as referrals from existing clients and unit leaders.
• Manage inbound quote requests and outbound lead follow‑up.
• Generate quotes and proposals using Xilo, comparative raters and carrier portals.
• Evaluate risks and align clients with the right carrier solutions.
• Educate stakeholders on policy features, limits, and carrier value.
• Bind policies and ensure smooth handoff to the service team.
• Maintain accurate activity and client records in CRM/AMS.
• Collaborate with Client Advisors to optimize outcomes.
• Cross‑sell opportunities from existing books of business.
• Re‑engage past or inactive clients.
• Achieve sales goals – new business written revenue goals set on an annual basis.

• 1–3 years of sales experience.
• Licensed in Property & Casualty.
• Confident communicator with strong phone and interpersonal skills.
• Comfortable with technology, rating platforms, and CRM systems.
• Coachable, detail‑oriented, and driven by performance metrics.

• Competitive base salary ranging from $55,000–$75,000 plus 15% new business commissions.

World celebrates and supports differences amongst its employees. World is an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, veteran status, or any other protected category under applicable state or local laws. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World’s business.