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Personal Lines Licensed Sales Agent (Remote)

Role overview

Qualifications

  • An active Personal Lines or PC license, with current licensure in New York
  • 5+ years of demonstrated success as a licensed agent with a focus on personal lines
  • Deep understanding of personal insurance products, policies, and carrier underwriting guidelines
  • AMS Proficiency: Hands-on experience using Agency Management Systems

Responsibilities

  • Build and manage a thriving portfolio of personal lines clients
  • Become a trusted insurance sales expert by identifying client needs
  • Drive new business revenue by actively prospecting and cultivating a strong referral network
  • Deliver an exceptional client experience that fosters loyalty

Key facts

  • Remote from: United States
  • Full time
  • Senior (5-10 years)
  • English

Other skills

  • Sales Acumen
  • Communication
  • Collaboration

About the company

COVU logo

COVU

Insurance

Technology is disrupting the insurance industry and agencies need to take the initiative if they want to remain competitive in the upcoming disruption. COVU takes a holistic approach to ensure that the agency thrives by delivering a great customer experience through a combination of technology, real-time service, and sales support. Agency’s book experiences higher retention and more cross-sales leading to higher profitability for its owner(s). Agency producers get more time to prospect and sell to new higher-value customers.

Company details

IndustryInsurance
Company size51 - 200

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Job description

Are you a top-performing Personal Lines Sales Agent who spends more time fighting with carrier websites than connecting with clients and closing sales? Do you have the drive to be a top producer but get bogged down by administrative tasks that limit your earning potential?


This is a fully remote opportunity to connect with clients across the country and build your business on a platform designed for the future of insurance. If you are a driven sales professional with a passion for winning new business and protecting individuals and families, we want to talk to you.  


Why COVU is the Ultimate Platform for Your Sales Career:


  • A Career with Purpose and Profit: At COVU, you are a sales expert providing real peace of mind. We empower you to make a tangible difference in people's lives by selling them the protection they need for their homes, vehicles, and financial futures. This is a career that offers not just exceptional financial rewards, but deep personal satisfaction.  
  • A Culture of Ownership & Collaboration: Join a team of high-achievers who thrive on a culture of trust and shared success. We live by our core values of Entrepreneurship (Ownership) and Trust (Reliability). You will be empowered to run your business with autonomy while benefiting from a collaborative environment where sales strategies and wins are shared openly.  


What You Will Achieve:

  • Build and manage a thriving portfolio of personal lines clients by leveraging our industry-leading technology and broad carrier access to maximize sales.
  • Become a trusted insurance sales expert, identifying client needs and selling the right combination of products to provide comprehensive protection.
  • Drive new business revenue by actively prospecting, cultivating a strong referral network, and using our tech-enabled tools to manage your sales pipeline.
  • Deliver an exceptional client experience that goes "Beyond Expectation," fostering loyalty that leads to high retention and referral opportunities.  


Qualifications for this Role:

  • An active Personal Lines or P&C license, with current licensure in New York being a key requirement.  
  • 5+ years of demonstrated success as a licensed agent with a focus on personal lines (e.g., Home, Auto, Umbrella, etc.).  
  • A proven track record of success in personal lines insurance sales, with a history of meeting and exceeding sales targets.  
  • Deep understanding of personal insurance products, policies, and carrier underwriting guidelines.
  • AMS Proficiency: Hands-on experience using Agency Management Systems (e.g., EZLynx, Applied Epic, AMS360, HawkSoft) to quote new business and manage client policies.
  • CRM Expertise: Proven ability to drive revenue and manage your sales pipeline using modern CRM tools (e.g., Salesforce, HubSpot, Pipedrive, Zoho)


What Sets You Apart:

  • A "hunter" mentality with a relentless drive to win new business.
  • Exceptional communication and persuasion skills, with the ability to build rapport and close sales effectively.
  • An entrepreneurial spirit and a desire to take ownership of your financial success.
  • A detail-oriented and organized approach to managing your sales activities and client portfolio.


The Rewards of Joining COVU:

We are proud to offer a comprehensive and competitive package designed to support your personal and professional life.

  • Fully remote work, offering you true flexibility and autonomy.  
  • A highly competitive compensation structure, including a strong base salary plus a bonus plan tied directly to your sales production.  
  • Comprehensive benefits, including medical, dental, and vision insurance.  
  • Company-paid life and disability insurance.  
  • Generous paid time off and paid holidays.  
  • Significant opportunities for professional development and continuing education.  
  • A suite of internal employee wellness programs.  


Please be strictly advised that the use of any real-time AI assistance, screen-reading software, or external aids during the application process is strictly prohibited. We employ active detection methods to ensure the integrity of our hiring process. Any violation of this policy will result in the immediate termination of the interview and permanent disqualification of your candidacy.


Compensation: $50,000 - $55,000 base + Bonuses

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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