The Allen Thomas Group is a growing independent insurance agency committed to delivering a modern, transparent, and client-focused experience.
We leverage cutting-edge technology and a proven lead generation system to help our team close more business — with no cold calling required. We are looking for a driven Personal Lines Sales Specialist to join our team and help individuals and families find the right coverage.
About Our AgencyAs an independent agency, we are not captive to any single carrier — we advocate for our clients by shopping a broad market of top-rated personal lines carriers to find the best combination of coverage, price, and service. Our team is our greatest asset, and we foster a collaborative, performance-driven culture where your success is our success.
Role Overview
The Personal Lines Sales Specialist is responsible for converting inbound leads into bound personal lines policies — including auto, home, umbrella, and related products. You will manage your own pipeline, respond quickly to new opportunities, and deliver a consultative experience that sets our agency apart. This role is commission-based with uncapped earning potential and strong agency support.
What Success Looks Like
Quickly responding to and qualifying inbound personal lines leads
Selecting the opportunities that best fit your skills and expertise
Effectively partnering with our team to maximize lead potential
Building strong, lasting relationships with personal lines clients
Consistently meeting and exceeding monthly new business sales targets
Leveraging our technology platform to streamline the sales process
Contributing to the ongoing improvement of our sales strategies
Key Responsibilities Lead Management & Sales
Respond promptly to inbound personal lines leads generated through agency marketing channels.
Qualify prospects and identify the right coverage options across auto, home, umbrella, and specialty lines.
Present quotes from multiple carriers in a clear, consultative manner.
Follow up persistently to move prospects through the pipeline and close new business.
Meet or exceed monthly production targets for new business written premium.
Client Relationship & Retention
Deliver an exceptional client experience from first contact through policy issuance.
Educate clients on their coverage options and the advantages of working with an independent agency.
Build a referral pipeline by delivering consistently outstanding service.
Pipeline & Technology
Maintain accurate, up-to-date records in the agency CRM system.
Leverage comparative raters and quoting tools to generate competitive proposals efficiently.
Track activity, follow-up tasks, and pipeline metrics to maximize conversion rates.
Active Property & Casualty insurance license.
Minimum 2+ years of experience in personal lines insurance sales.
Proven track record of meeting or exceeding sales targets in a performance-driven environment.
Strong communication, interpersonal, and consultative sales skills.
Proficiency with CRM systems, comparative raters, and sales technology.
Preferred
Experience at an independent insurance agency.
Experience working with luxury and high net worth individuals (Home and Auto)
Familiarity with personal lines carriers and underwriting guidelines.
Insurance designations (CISR, CPCU, CIC) are a plus.
Knowledge of Applied Epic
Sales Attributes:
Hunter mentality — hungry to close business and drive growth
Quick response time and a sense of urgency with inbound leads
Persistent follow-through with a consultative approach
Self-starter who manages their own pipeline effectively
Adaptable and comfortable in a tech-driven environment
Personal Attributes:
Entrepreneurial spirit and drive
Client-first mindset with genuine care for outcomes
Coachable and eager to grow with the agency
Calm under pressure with strong organizational habits
Team-oriented and collaborative
Quality inbound leads — no cold calling required
Comprehensive tech stack to support your success
Uncapped commission structure — the more you sell, the more you earn
First-year earning potential: $75,000–$100,000+ for top performers
Comprehensive benefits package including health, dental, and vision
IRA retirement plan
Ongoing training, development, and licensing support
Collaborative team culture with a modern, tech-forward approach
How to Apply
Please submit your resume and a brief cover letter describing your personal lines sales experience and what you would bring to our team. We will review all applications and will be in touch with qualified candidates promptly
Skills Required
- 2+ years of experience in insurance sales
- Proven track record of success in a fast-paced sales environment
- Strong communication and interpersonal skills
- Ability to thrive in a performance-driven, metric-based environment
- Proficiency in leveraging technology to enhance the sales process
- Property & Casualty License
- Familiarity with CRM systems and sales automation tools
- Adaptability to new technologies and processes
- Entrepreneurial spirit and drive
What We Do
The Allen Thomas Group is an independent insurance agency based in Akron, Ohio, founded in 2003. The agency provides customized personal and commercial insurance solutions, including auto, home, life, and business coverage. By partnering with over 15 A-rated carriers, they offer tailored insurance options to individuals and businesses across 27 states, ensuring clients receive competitive rates and comprehensive protection.
