Jobs · Marketing

Personal Lines Producer

Trucordia · Stafford Springs, CT · 3 days ago
RemoteRemoteMarketingFull-time

About the role

We're looking for a motivated and results-driven Personal Lines Producer to join our dynamic team in Stafford Springs, Connecticut.

Responsibilities

  • Build meaningful client relationships while driving new business growth in the personal insurance market.
  • Combine sales expertise with a genuine passion for helping clients protect what matters most to them.
  • Execute targeted sales activities including cold calls, in-person appointments, and prospect presentations to close new business and expand your client base.
  • Develop and maintain a robust book of business, ensuring high renewal rates and long-term client satisfaction through proactive relationship management.
  • Leverage industry-leading sales and marketing tools to identify prospects, track opportunities, and execute results-oriented campaigns.
  • Collaborate effectively with Client Service teams to analyze renewal business, identify cross-sell opportunities, and seamlessly place new accounts.
  • Serve as a subject matter expert in personal insurance products, staying current with industry trends and best practices to provide clients with tailored solutions.
  • Mentor and support less experienced Producers, sharing sales methodologies and guiding them through the production cycle to foster team success.
  • Maintain detailed records and analytics to monitor performance metrics, identify improvement opportunities, and optimize sales strategies.

Qualifications

  • Valid state-issued Property and Casualty or Life and Health Insurance Producer License.
  • Bachelor's degree in Business Management, Sales, Entrepreneurship, Marketing, or a related field of study.
  • Minimum 5+ years of proven experience in an insurance sales role, with demonstrated success in meeting or exceeding sales targets.
  • Proficiency with professional software programs including Microsoft Suite (Word, Excel, PowerPoint, Outlook) and Salesforce or similar CRM platforms.
  • Strong analytical skills with the ability to interpret data, identify trends, and make data-driven decisions.
  • Excellent internal and external communication skills with the ability to build rapport and maintain professional relationships.
  • Demonstrated time management and organizational abilities to juggle multiple clients and priorities effectively.
  • Strong negotiation and problem-solving skills with a customer-focused mindset.
  • Knowledge of personal insurance products including auto, homeowners, umbrella, and related coverage types.
  • Assertive yet empathetic approach to sales with genuine interest in understanding client needs and providing solutions.

Benefits

  • Medical, Dental, Vision
  • Life Insurance and AD&A
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

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