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If you want to pursue your career in a team-oriented environment, built on the strength of dedicated employees and a commitment to success, The Bar Plan is the place for you

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JOB TITLE:      Insurance Sales Agent

REPORTS TO:  Vice President Corporate Operations

Description:  The Bar Plan is a market leader in providing Lawyer’s Professional Liability insurance, Court Bonds and other insurance products to lawyers and law firms.  We are seeking a highly motivated professional to join our sales team.  The ideal candidate will have experience in a legal setting and excellent communications and interpersonal skills to effectively communicate with lawyers and non-lawyers at all levels.  This position requires someone who is motivated to succeed, an energetic self-starter, effective at handling multiple tasks in an organized manner, and able to work both independently and as an effective member of a team.       

Summary of Key Job Duties:

  • Prospect and maintain list of potential clients, sell all Bar Plan products.
  • Travel regularly throughout assigned territory to call on current and potential customers.
  • Manage assigned territory using a Customer Relations Management software.
  • Effectively respond to customer inquiries; including explanation of policy features, policy comparisons, application, and quotes.
  • Calculate Ballpark quotes as needed.
  • Act as the liaison between Underwriting and client to ensure best possible outcome for client.
  • Analyze and effectively resolve customer concerns;
  • Build long-term client relationships.
  • Represent the company at Bar Meetings and Conferences.
  • Attend Bar Plan Risk Management CLE seminars to assist attendees and build relationships.
  • Strengthen and maintain relationships with Independent Agencies and Bar Associations.
  • Provide outstanding customer service; network; and formulate strong relationships.


  • Education –Bachelor’s Degree or higher
  • Experience or involvement in the legal field
  • Ability to effectively multi-task in a fast paced environment
  • Highly organized self-starter who is motivated to succeed
  • Excellent communication skills, both written and oral
  • Customer focused and relationship oriented
  • Polished, professional appearance and demeanor
  • Must be able to obtain an insurance agent’s license


  • 2-3 years experience in the legal field or previous lawyers professional liability insurance experience required.

If you meet the above qualifications and are interested in the open position, please contact the Cindy Pulivirenti, VP of Corporate Operations, by February 24, 2020.

The above job announcement is a summary of the position’s responsibilities and in no way states or implies that these are the only duties to be performed by the employee occupying the position.

Equal Employment Opportunity

The Bar Plan Mutual Insurance Company is an equal opportunity employer. All recruiting, training, and employment decisions are made in accordance with applicable federal, state, and local laws and without regard to race, color, ancestry, national origin, gender, pregnancy, gender identity, sexual orientation, religion, age, disability, handicap, military or veteran status, or any other legally protected status.

Our benefits include:

  • Medical
  • Dental
  • Flexible Spending Account – Medical and Dependent Care
  • Health Reimbursement Plan
  • 401(k) Plan with Company Contributions
  • Vacation Time
  • Sick Time
  • Tuition Reimbursement
  • Employee Assistance Program
  • Life Insurance
  • Short and Long Term Disability Benefits


An entire year of required CLE in one registration; includes 9-Hour Webinar Event!