Maintain and maximize profitable relationships with personal lines clients
Grow the book of business through new client sales
Identify, qualify, and develop personal insurance opportunities
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
Present policies to insured and educate them on coverages and rates
Support and prepare clients for renewal and retention
Monitor, review, 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
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
Ability to thrive in a team environment
Technology and Computer proficiency including agency management systems

Personal Lines Producer

Key skills