Personal Lines Producer

Responsibilities

• Develop and successfully acquire new business revenue from new and existing clients.
• Possess the ability to prospect sectors or market areas by identifying business needs and proposing company products and services.
• Make telephone calls, write letters, or conduct personal visits to obtain prospects.
• Maintain currency and further develop expertise in the declared sector or market area through networking and participation in professional development activities.
• Work in tandem with the Personal Lines Team for proposals and presentations, ensuring a clear course of action.
• Sell new business proposals to appropriate prospects, adhering to account quality and size standards.
• Perform periodic service calls on all accounts and provide or coordinate customer service requests.
• Conduct client coverage reviews and determine insurance coverage needs based on sound principles and updated legal requirements as well as carrier rulings by state.
• Sell additional coverage to existing clients.
• Attend and actively participate in regular sales meetings.
• Participate in the overall agency effort to develop and maintain strong company relationships through positive contacts with company representatives.
• Achieve annual sales goals and provide regular feedback to the Sales Manager and Profit Center Leader on progress toward those goals.
• Achieve educational and professional development goals established by agency management.
• Leverage CRM to identify, target, and contact prospective clients.
• Maintain a professional demeanor and actively support and promote a positive public image for the agency.

Requirements

• Bachelor’s degree or equivalent experience.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• Two or more years of experience functioning in an insurance agency or carrier, including sales experience.
• Insurance Producer license in good standing (authorities in states needed to service the assigned book of business).
• Strong technical knowledge of the industry of expertise currently being targeted.
• Routine or periodic travel may be required, which may involve driving one's own vehicle or renting a vehicle.

Qualifications

• Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.

Skills

• Bachelor’s degree or equivalent experience.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• Two or more years of experience functioning in an insurance agency or carrier, including sales experience.
• Insurance Producer license in good standing (authorities in states needed to service the assigned book of business).
• Strong technical knowledge of the industry of expertise currently being targeted.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services.
• Paid Time Off, Holidays, Preferred Partner Discounts and more.