Personal Lines Producer

Role Overview

• Responsible for the development and successful acquisition of new business revenue from new and existing clients.
• Prospect sectors or market areas by identifying business needs and proposing company products and services.
• Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or through personal visits.
• Maintain currency and further develop expertise in declared sector or market area by networking and participating in professional development activities.
• Work in tandem with the Personal Lines Team for proposals, etc. with a clear course of action noted.
• Develop, present and sell new business proposals to appropriate prospects.
• Comply with account quality and size standards established by the agency.
• 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. Ensure CRM is maintained with all activity on a regular basis.
• Maintain a professional demeanor and actively support and promote a positive public image for the agency.
• Pursues a course of personal, professional development.

Requirements

• Bachelor’s degree or experience to commensurate the same.
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 2+ years 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
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.