PERSONAL LINES PRODUCER

The Personal Line Producer generates revenue through the sales of Personal Lines Property and Casualty insurance products. The position requires advanced communication skills and a thorough knowledge of insurance products. The Producer must be able to prospect new business, develop and convey formal proposals, and negotiate coverage and pricing to provide the best value to the client.

Requirements

• Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines
• Follow up on referrals provided by agency team within designated time frame
• Develop and convey formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information
• Submit, rate, quote and place quality new business in accordance with agency and company appetites
• Negotiate coverage and pricing to provide the best value to the client
• Communicate effectively with customers, agency and company personnel
• Provide complete and accurate risk and underwriting information including classification and survey data and loss history to agency and company personnel
• Conduct client and prospect appointments to assess insurance needs, communicate proposals and renewals, provide coverage and pricing options, explain details and desire to conduct business
• Introduce Account Manager roles to clients and involve them as a valued member of the agency team
• Support Personal Lines and other sales efforts through a mutual referral network to cross sell qualifying business
• Adhere to agency standards for workflows, procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions
• Comply with all regulatory requirements regarding licensing, sales and service of Property & Casualty business
• Complete and maintain required reports and attend all sales and personal lines meetings as required
• Keep informed of industry developments through community involvement and continuing education
• Perform other specific duties and projects as assigned by agency management

Benefits

• Paid Time Off
• 401k Matching