Description

About the job

Who we are. What we do.

Connor & Gallagher OneSource (CGO) is a full-service Human Capital and Risk Management partner. Since 1997, we’ve supported organizations nationwide with insurance, employee benefits, HR, payroll, retirement, and risk management solutions. Our dedicated teams combine expertise with a hands-on service model, delivering integrated, flexible solutions that help businesses and their people thrive.

In a Nutshell

The Personal Lines Insurance Broker  focuses on developing new business opportunities for home, auto, umbrella, and life insurance solutions while building long-term client relationships.  The ideal candidate is a self-motivated sales professional who thrives on networking, referral development, and delivering a high-touch client experience.

What You Will Be Doing

•        Develop new business opportunities for personal insurance products including home, auto, umbrella, and life coverage
•        Prospect through referrals, networking, community involvement, and outbound sales activities
•        Build and maintain strategic relationships with mortgage lenders, real estate professionals, financial advisors, and other referral partners
•        Collaborate with internal service teams to ensure exceptional client onboarding and ongoing service
•        Identify cross-selling opportunities within existing clients and referral networks
•        Manage and grow a personal book of business while maintaining strong retention and client satisfaction
•          Maintain accurate activity and pipeline tracking within agency systems.

What’s in It for You

• Be part of a collaborative and growing organization that values innovation, client service, and professional development.
• Access to strong carrier relationships and competitive product offerings
• Competitive compensation structure including commission and incentive opportunities
•        Unlimited PTO
•        Benefits (Medical, Dental, Vision, STD, LTD)
•        Life Insurance
•        Paid Holidays
•         401k
•         Hybrid work model with flexibility

Requirements

Qualifications

·       Active Property & Casualty license required (Life license preferred or willingness to obtain)

·       3+ years of sales experience, preferably in insurance, financial services, or a relationship-driven sales environment

·       Demonstrated success in prospecting, networking, and closing new business

·       Professional presence and ability to represent the agency in the marketplace

Technical Skills:

·       Proficiency with CRM platforms, preferably HubSpot, for managing sales pipelines, tracking prospects, and maintaining client records

·       Working knowledge of Microsoft Office Suite, including Outlook, Word, and Excel for communication, documentation, and reporting

·       Ability to learn and utilize agency management and quoting platforms used to prepare and present insurance proposals

·       Comfortable using digital communication tools including email, video meetings, and electronic document platforms

Key Skillset

·       High level of integrity, confidentiality, and professionalism.

·       Strong relationship-building and networking abilities

·       Proven sales and closing skills in a competitive environment

·       Ability to develop and sustain referral partnerships with external business partners

·       Strong consultative selling approach focused on understanding client needs and recommending appropriate coverage solutions

·       Excellent verbal and written communication skills

·       High level of self-motivation, persistence, and accountability

·       Strong time management and organizational skills to manage prospecting, client meetings, and follow-up activities

·       Ability to work collaboratively with internal teams while independently driving new business growth