Licensed Insurance Producer- Inbound Sales & Retention | Base + Commission & Bonuses

Forbes Insurance

  • Reston, VA
  • 15 days ago
  • $38,000–$65,000 Per Year

Highlights

You'll work primarily with our existing customer base and inbound customer activity, handling service needs while conducting policy reviews, identifying cross-sell opportunities, supporting customer retention, and assisting customers who call or visit our Reston office. Following successful completion of the 90-day introductory period, employees who demonstrate consistent performance, reliability, accountability, and the ability to work independently may become eligible for a hybrid work schedule.

Numbers & Facts

LocationReston, VA
Salary$38,000–$65,000 Per Year

Description

Forbes Insurance Agency, Inc. is an established Allstate agency located in Reston, Virginia, proudly serving customers since 1999. We help individuals, families, and businesses protect what matters most through Auto, Home, Renters, Umbrella, Life, and Small Business insurance.

Build Relationships. Protect Customers. Find Opportunities.

We're looking for an experienced, licensed insurance professional to join our Reston team as an Inbound Sales & Retention Licensed Producer.

This role is ideal for someone who enjoys helping customers, building long-term relationships, reviewing insurance needs, and recognizing opportunities to provide additional protection.

You'll work primarily with our existing customer base and inbound customer activity, handling service needs while conducting policy reviews, identifying cross-sell opportunities, supporting customer retention, and assisting customers who call or visit our Reston office.

This is not a traditional customer service position.

While delivering an exceptional customer experience is a major part of the role, this is also a production-based position with monthly sales expectations. You'll be expected to identify opportunities, recommend appropriate coverage, ask for the business, and contribute to agency growth.

Compensation & Benefits


Base Salary: $38,000

Additional commission based on actual sales

Monthly bonus opportunities

Uncapped earning potential through sales performance

Existing-customer cross-sell opportunities

Inbound sales opportunities

Office walk-in sales opportunities

MondayFriday schedule no evenings or weekends

Hybrid work eligibility after successful completion of the 90-day introductory period

Health, Dental & Vision Insurance

401(k) Retirement Plan

Paid Time Off

Paid Sick Leave

Paid Holidays

Ongoing training and professional development

Your First 90 Days

Your first 90 days will be spent in person at our Reston office.

We believe working alongside the team during your introductory period provides the best opportunity to learn our systems, understand our customer service standards, become familiar with our existing book of business, and receive hands-on coaching and support.

During this period, you'll learn our processes for customer service, policy reviews, retention, cross-selling, documentation, and sales.

Following successful completion of the 90-day introductory period, employees who demonstrate consistent performance, reliability, accountability, and the ability to work independently may become eligible for a hybrid work schedule.

Where Your Sales Opportunities Come From

Unlike a traditional outbound sales position, your primary focus won't be working a high volume of purchased leads or warm lead transfers.

Your opportunities will come from the relationships and conversations happening within our agency every day, including:

Existing customers calling the agency

Proactive policy and coverage reviews

Cross-selling our existing customer base

Customers with only one policy through our agency

Customer retention conversations

Customers visiting our Reston office

Walk-in prospects looking for new insurance

Referrals from existing customers

New-business opportunities generated through inbound activity

Every customer interaction is an opportunity to provide great service, strengthen the relationship, and make sure the household has the protection it needs.

What Success Looks Like

Successful team members understand how to balance customer service, retention, and sales.

You'll be expected to:

Provide professional and friendly service on inbound customer calls

Conduct proactive policy and coverage reviews

Identify and pursue cross-sell opportunities

Help customers understand their current coverage and available options

Assist with retention conversations and customer concerns

Welcome and assist customers visiting our Reston office

Identify new-business opportunities from walk-in and inbound activity

Follow up consistently on identified sales opportunities

Confidently recommend additional products when appropriate

Ask for the business and close sales

Build long-term customer relationships

Maintain accurate documentation and follow underwriting requirements

Meet established monthly cross-sell and production goals

Contribute to overall agency retention and growth

Who We're Looking For

You'll likely enjoy this position if you:

Genuinely enjoy helping customers

Are comfortable talking with customers throughout the day

Enjoy building long-term relationships

Have a strong understanding of Property & Casualty insurance

Can recognize sales opportunities during everyday service conversations

Are comfortable recommending additional coverage and asking for the business

Prefer relationship-based selling over high-volume prospecting

Are motivated by goals, commissions, and bonus opportunities

Are organized and able to manage multiple customer needs

Take ownership of your work and results

Are dependable, professional, and accountable

Are coachable and open to continued development

Can work effectively and independently in a hybrid environment after training

If you're looking for a role where you can help customers, build relationships, earn additional income through sales, and contribute directly to the growth of an established agency, we'd love to meet you.


Salary Range: $38000.00 - $65000.00 per year


Benefits

Annual Base Salary + Commission + Bonus Opportunities

Hands on Training

Mon-Fri Schedule

Paid Time Off (PTO)

Continuing Education Opportunities

$38,000 Base Salary

Additional Sales Commission

Monthly Bonus Opportunity

Health, Dental & Vision Plan

Hybrid Eligibility after 90 Days

Paid Holidays

Paid Sick Leave

Retirement Plan


Responsibilities

Handle inbound customer service calls and assist with policy-related needs.

Conduct proactive policy and coverage reviews with existing customers.

Identify and pursue cross-selling opportunities within the agency's existing book of business.

Assist customers with Auto, Home, Renters, Umbrella, Landlords, Motorcycles, Boats, and other available insurance products.

Welcome and assist customers and prospects visiting our Reston office.

Quote and sell new business generated through walk-in and inbound opportunities.

Support customer retention by identifying concerns and helping customers understand available coverage options.

Follow up on sales opportunities identified through customer interactions and policy reviews.

Build long-term customer relationships while providing an exceptional client experience.

Maintain accurate documentation and underwriting compliance.

Meet established monthly cross-sell and production goals.

Contribute to overall agency retention, customer satisfaction, and growth.



Requirements

Active Property & Casualty license is required

Prior insurance agency experience preferred

Strong customer service and communication skills

Comfortable with cross-selling and sales expectations

Strong organization and multitasking skills

Goal-oriented and self-motivated

High level of professionalism and accountability

Ability to work independently after training

Proficient with Microsoft Office and comfortable learning agency management systems

Spanish fluency is a plus


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