Personal Lines Producer

Identify, qualify, and develop personal insurance opportunities

Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.

Foster and maintain excellent relationships

• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
• Anticipate, respond to, and follow up on all existing client needs.

Prospect and increase coverage

• Actively prospect, round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.

Manage client relationships

• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation.
• Present policies to insured and educate them on coverages and rates.
• Support and prepare clients for renewal and retention and maintain strong client relationships.

Support sales activities

• Foster and maintain excellent relationships with customers and prospects through regular follow up, timely quotations, and general account support.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

Collaborate and mentor

• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a bachelor’s degree or comparable work experience.
• Possess a valid driver’s license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.

Benefits

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

About the role

Becoming an Insurance Professional

Insurance Professionals go by many names: Brokers, Underwriters, Claims Representatives, Adjusters, Actuaries, etc. No matter the name, what they all have in common is a calling to help prepare people for the future.

NAPAA members understand the value of customers. They recognize that treating customers fairly and honestly is the only way to enjoy lasting success. Consumers can take comfort in knowing that, in terms of the qualities they seek in an insurance agent, NAPAA member agents are among the best there are.

As there is an upcoming worker shortage in the Insurance industry, the demand for Insurance Professionals is growing every day! Is this career right for you?