Insurance Sales Producer

Distro•Plano, TX

9d•Onsite

About The Position

The Insurance Sales Producer will drive new Personal Lines business for a growing Farmers agency. This is a full-cycle sales role focused on developing customer and referral-partner relationships, generating and closing business, growing a book of business, and building long-term client relationships. The producer will also support onboarding, account rounding, cross-selling, retention, and accurate, compliant documentation.

Requirements

Active Texas General Lines Property & Casualty license or Personal Lines P&C license.
Previous insurance sales experience.
Demonstrated success in a sales environment with measurable goals.
Strong verbal and written communication skills and comfort speaking with customers by phone.
Strong prospecting, follow-up, and closing skills.
Ability to manage multiple opportunities and maintain an organized pipeline.
Ability to work independently while following agency processes.
Strong computer, email, CRM, and agency management system skills.
High integrity when handling confidential customer and financial information.
Valid Texas driver's license.
Reliable transportation.
Personal auto insurance meeting agency requirements.

Nice To Haves

At least 1 year of Personal Lines insurance sales experience.
Experience selling within a Farmers agency.
Experience with AgencyZoom, Salesforce, RingCentral, or similar systems.
Bilingual English/Spanish skills.
Existing referral relationships or a strong network in the DFW market.
Experience building a personal book of business.
Experience with Home, Auto, Umbrella, or other Personal Lines products.

Responsibilities

Respond to agency-provided leads, inbound calls, and web inquiries; prospect through outbound calls, texts, emails, and follow-up.
Re-engage aged and unsold quotes and generate business through referrals, networking, community involvement, and local relationships.
Build relationships with referral partners, including realtors, mortgage lenders, auto dealers, and business owners; represent the agency at networking and community events.
Manage a disciplined sales pipeline, follow-up cadence, and sales opportunities from initial contact through closing.
Conduct needs-based conversations to understand customers' households, assets, exposures, drivers, properties, and coverage needs.
Identify Personal Lines opportunities, quote available Farmers products, and present coverage options based on protection and customer needs.
Recommend appropriate liability limits, deductibles, umbrella coverage, and endorsements, and explain recommendations and options clearly.
Convert quotes into bound business and long-term customer relationships.
Bind coverage; collect required documentation, signatures, and down payments; assist with billing and onboarding; and conduct welcome calls.
Explain coverage and billing expectations, document transactions accurately, and provide a clean handoff to the service team.
Identify account-rounding and cross-selling opportunities, including Home, Auto, Umbrella, and Life products.
Partner with the Life Insurance Specialist and Commercial Producer when additional opportunities arise.
Ask for referrals at key customer touchpoints and proactively engage clients to support retention when opportunities or risks are identified.
Maintain complete, timely, and accurate records in the agency management system, including quotes, contacts, recommendations, and transactions.
Follow Farmers underwriting guidelines, binding authority limits, agency procedures, Texas Department of Insurance requirements, and errors-and-omissions best practices.
Maintain an active insurance license and continuing education requirements in good standing.