Personal Lines Sales Representative - Fully Remote (11-8 or 10-7 EST shift)

Personal Lines Sales Representative - Remote Opportunity

Start date class of 05/12/2025 or 6/11/2025. Shift is 11-8 or 10-7 EST.

We’re SimplyIOA, an InsurTech company based out of Lake Mary, FL backed by one of the nation's largest insurance brokers, Insurance Office of America. In partnership with some of the most respected and trusted insurance providers, such as Progressive, Safeco, Travelers, and Nationwide, SimplyIOA is the nation’s first fully-integrated comparison, quote and buy platform. The industry‐leading technology, underpinned by sophisticated data science and machine learning, allows consumers to compare providers, receive quotes and buy an insurance policy online within 3 minutes.

At SimplyIOA, we’re driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren’t just clichés here – they’re a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the SimplyIOA team you truly become a partner in our shared success.

Title: Personal Lines Sales Representative

Fully Remote

About the Role: Handles a high volume of sales opportunities from various lead sources and partners via inbound calls and outbound opportunities. Advises on coverage and offers multiple product lines to clients to close business and meet or exceed monthly business goals and objectives, including a monthly sales target. Diligently updates the CRM to stay current on leads and follow-ups. Serves as an advisor on primarily Homeowners Insurance and Auto Insurance, as well as all other P&C product lines.

Key Responsibilities:

· Creative Solutions: Devise creative solutions to meet client needs regarding coverage and costs.

· Pipeline Management: Own the entire top-of-funnel pipeline, including identifying and acting on sales opportunities.

· Client Research: Conduct client research and gather necessary information to ensure proper coverage.

· Online Rating: Perform any necessary or requested online rating.

· Application Preparation: Prepare complete, accurate applications and submit them to carriers.

· Coverage Evaluation: Evaluate coverage and pricing.

· Quote Proposals: Generate and present quote proposals.

· Binding Coverages: Bind coverages.

· KPI Adherence: Adhere to contact center KPIs.

· Lead Qualification: Qualify leads and convert them into sales opportunities.

· Cross-Selling: Maximize opportunities by cross-selling/bundling available lines of business.

· Follow-Up: Make necessary follow-ups to ensure no lost opportunities.

· CRM Updates: Keep CRM current with updated notes on sales progression.

· Underwriter Contact: Contact underwriters and submit forms when necessary to obtain Evidence of Insurance.

· Policy Fulfillment: Ensure policy requirements are fulfilled, including the completion of appropriate forms.

· Carrier Training: Attend required carrier trainings and team meetings to learn about new products and services.

· Professional Development: Participate in ongoing growth and professional development.

· Positive Work Environment: Actively promote SimplyIOA culture and a positive work environment, including participation in team-building and other activities.

· Performance Communication: Maintain frequent and transparent communication regarding individual performance and activities with the supervisor, and seek, accept, and implement performance coaching.

· Client Service: Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any sales-related requests.

Ideal Candidate Qualifications:
• High School Diploma (or equivalent)
• Valid Property & Casualty license with the ability to obtain licensing in all 50 states.
• Communication Skills: Outstanding verbal/written communication skills. Strong presentation and negotiation skills.

· Technical Proficiency: Office equipment experience and PC and internet proficiency.

· Customer Service & Organizational Skills: Exceptional customer service, multi-tasking, organizational, delegation, and decision-making skills.

· Work Volume & Adaptability: Ability to perform large work volumes with high degrees of accuracy, to work independently and in a team environment, and to adapt to changing work environments.

· Must have a designated, exclusive place of work with sufficient size to accommodate any necessary equipment as well as a desk and chair.

· Network speed minimum of 55 kbps up and down with static IP

What We Offer:
• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What to Expect (Application Process):
• 30-Minute Phone Screen, Online Assessments, and Interview(s)

Job Type: Permanent

Pay: $21.63 per hour

Expected hours: 40 per week

Benefits:
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Supplemental Pay:
• Commission pay

Experience:
• Personal Lines Sales: 1 year (Preferred)
• Call Center: 1 year (Preferred)

License/Certification:
• Property & Casualty License (Preferred)

Work Location: Remote

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