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 all existing client needs
Actively prospect, round accounts, and solicit increases in existing client coverage
Obtain best coverage/rate for insured, process quotes, and bind insurance coverage
Monitor, review, and report on key metrics to ensure sales targets are achieved
Collaborate with team members, mentor staff, provide expertise and answer questions.

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
Strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations
Proven track record of business to business sales success
Strong presentation, persuasion, and negotiation skills
Outstanding organizational skills
Technology and Computer proficiency including agency management systems.

Personal & Commercial Lines Producer

Key skills