Personal Lines Sales Agent

About Bay Road Insurance Partners

Bay Road Insurance Partners is a technology-enabled retail insurance agency platform that serves individuals and small businesses in the Southeast. Our mission is straightforward: To give homeowners and small business owners the confidence that they have the right coverage at the best price. We are backed by the Brydon Group, a veteran-led private equity fund based in Washington, DC.

The Opportunity

We are seeking a highly motivated insurance agent to join our growing personal lines team in Boca Raton, Florida. Reporting to the Agency Manager, this individual will be responsible for new business production, cross-sell, and client engagement. Sales Agents join Bay Road because of our:

• Best-in-class software, processes and AI tooling to support your success
• Dedicated retention and service team so you can focus your time on selling
• Well-capitalized and growing agency with a culture of transparency, easy-to-understand compensation and opportunities for career growth
• Win-win compensation plan that is focused on production and uncapped commissions

Core Responsibilities

Sales Production:

• Develop and maintain a strong personal insurance sales pipeline through participation in professional networking groups, referrals, cross-sells, win-backs and other outbound prospecting, in addition to inbound opportunities.
• Proactively generate new business and rewrite existing customers by assessing client needs and presenting tailored solutions.
• Consistently meet established production goals including written premium, account rounding, quotes and calls.
• Ensure a seamless, world-class client experience from initial contract through policy binding and effectively transition to the retention team for ongoing service.

Professional Development:

• Participate in ongoing talent development to enhance knowledge of personal lines insurance products, industry best practices, and sales techniques.
• Collaborate with agency leadership to develop and implement process improvements, leveraging technology as needed.

Skills and Qualifications

• Hold an active Florida property & casualty insurance license.
• Experience writing Florida homeowners, auto and flood insurance policies, including familiarity with Citizens.
• Demonstrated experience building and maintaining a pipeline that leads to new business.
• History of consistently meeting sales production targets in a fast-paced environment.
• Well-versed in multiple insurance company underwriting criteria and internal platforms; experience with Applied Epic, QuoteRUSH and PL Rater is a plus.
• Comfortable leveraging technology, such as an agency management system, to organize and share information.
• Ability to consistently provide clean data and timely communication both internally and externally.
• Performance-driven and a team player.

Compensation and Benefits

• This is a full-time position with a competitive base salary and uncapped commissions.
• This position is eligible for employee benefits, including medical, dental, and vision coverage and 401K and paid holidays & paid time off.

Bay Road Insurance Partners is an equal opportunity employer.