Maintain and maximize profitable relationships with personal lines clients
Identify, qualify, and develop personal insurance opportunities with new and existing clients
Foster and maintain excellent relationships with clients and prospects
Anticipate, respond to, and follow up on existing client needs
Actively prospect and solicit increases in existing client coverage
Present policies to insured and educate them on coverages and rates
Support clients for renewal and retention
Monitor and report on key metrics to ensure sales targets are achieved
Collaborate with team members and mentor staff

Hold the insurance license required by your state
Minimum of two years personal and commercial lines insurance account management experience
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
Proven track record of business to business sales success
Strong presentation, persuasion, and negotiation skills
Outstanding organizational skills and sound business judgment
Excellent time management skills
Proficiency in technology and computer systems including agency management systems.

Personal Lines Producer

Key skills