PERSONAL LINES PRODUCER

Royal American Companies•Tallahassee, FL

6d•$45,000 - $50,000•Onsite

About The Position

The Personal Lines Producer generates revenue by selling Personal Lines Property and Casualty insurance products. This sales-focused role requires advanced communication skills and thorough knowledge of insurance products, with responsibility for pursuing and closing sales for new and existing personal lines accounts. The producer is expected to maintain excellent attendance and communication, build lasting business relationships, and demonstrate professionalism. The position is full-time, based at the PFI Tallahassee Office in Tallahassee, Florida, and works day shifts. The stated salary range is $45,000–$50,000. The role requires a high school diploma or equivalent, an active 2-20 license, and 1–3 years of sales experience in insurance or a related industry.

Requirements

High school diploma or equivalent.
Active 2-20 insurance license.
1–3 years of sales experience in insurance or a related industry.
Strong work ethic, positive attitude, and willingness to assist others.
Proficient computer skills, multitasking ability, and organizational skills.
Exceptional customer service skills.
Ability to work at a computer for at least seven hours daily, standing or sitting.
Ability to read printed materials and a computer screen, with or without accessibility software.
Ability to communicate effectively by email, phone, or in person during the workday.

Responsibilities

Prospect for new business using phone, mail, referrals, and other marketing or lead-generation techniques for identified target groups, in accordance with agency guidelines.
Follow up on agency-team referrals within the designated time frame.
Develop and present formal insurance proposals detailing coverage, 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 clients with the best value.
Communicate effectively with customers, agency personnel, 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, present proposals and renewals, provide coverage and pricing options, explain details, and seek business.
Introduce clients to Account Manager roles and involve Account Managers as valued members of the agency team.
Support Personal Lines and other sales efforts through a mutual referral network to cross-sell qualifying business.
Follow agency workflow, procedure, and agency management system standards to maintain client documentation and reduce Errors and Omissions exposure.
Comply with regulatory requirements for licensing and the sale and service of Property & Casualty business.
Complete and maintain required reports and attend required sales and Personal Lines meetings.
Stay informed about industry developments through community involvement and continuing education.
Perform other duties and projects assigned by agency management.
Work with the CSR to manage and service current clients and add new customers to the Personal Lines books.