Personal Lines Producer
About The Position
Personal Insurance Producer- Hybrid Summary: Established Insurance agency seeking a detailed-oriented person who demonstrates clear knowledge and understanding of Personal lines insurance coverages. Job Description: Full knowledge of insurance products and usages Ability to advise and consult with clients Manage workflow of assigned book of business and delegate workflow Maintain accounts in accordance with organizational guidelines Service and monitor account activity. Call existing insured to compliment or “round out” personal accounts. Work strategically with sales staff to optimize relationships and protect client’s business. Perform special projects as directed by the VP, Personal Lines. Review policies and coverage for accuracy and rating calculations. Process endorsements, placement requests and invoicing. Complete and prepare certificates, proposals, policy summaries and reviews. Develop and maintain excellent relationships with our partners, carriers, and vendors. Responsible for marketing process & quoting new and renewal business
Requirements
- 2+ years of experience handling Personal Insurance Accounts
- Ability to meet/w clients and discuss insurance mitigation strategies
- Experienced w/TAM or equivalent agency management system
- Must hold an active state P&C License.
- Excellent Customer Service and Organizational skills.
- Strong written and verbal communication skills.
- High School Diploma
Nice To Haves
- Bachelor's Degree preferred but not required.
Responsibilities
- Full knowledge of insurance products and usages
- Ability to advise and consult with clients
- Manage workflow of assigned book of business and delegate workflow
- Maintain accounts in accordance with organizational guidelines
- Service and monitor account activity.
- Call existing insured to compliment or “round out” personal accounts.
- Work strategically with sales staff to optimize relationships and protect client’s business.
- Perform special projects as directed by the VP, Personal Lines.
- Review policies and coverage for accuracy and rating calculations.
- Process endorsements, placement requests and invoicing.
- Complete and prepare certificates, proposals, policy summaries and reviews.
- Develop and maintain excellent relationships with our partners, carriers, and vendors.
- Responsible for marketing process & quoting new and renewal business
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
