PERSONAL LINES PRODUCER

Royal American Companies•Tallahassee, FL

3d•$45,000 - $50,000•Onsite

About The Position

The Personal Lines Producer generates revenue through the sale of Personal Lines Property and Casualty insurance products. This sales-focused role requires advanced communication skills and thorough knowledge of insurance products, along with the ability to pursue and close sales for new and existing Personal Lines accounts. The producer is expected to maintain excellent attendance, build lasting business relationships, communicate effectively, and exhibit professionalism. The position is full-time, based at the PFI Tallahassee Office in Tallahassee, Florida. The salary range is $45,000 to $50,000. The role is classified as experienced and has a day shift.

Requirements

High school diploma or equivalent.
1–3 years of sales experience in insurance or an industry-related field.
Active 2-20 license.
Solid personal character, including a strong work ethic, a positive attitude, and willingness to assist others.
Proficient computer skills, multitasking ability, and organizational skills.
Exceptional customer service skills.
Ability to work with a computer for at least 7 hours daily, standing or sitting.
Ability to read printed materials and a computer screen, with or without accessibility software or other functions.
Ability to communicate effectively by email, phone, or in person during the workday.

Responsibilities

Prospect for new business through phone, mail, referrals, and other marketing and lead-generation techniques for identified target groups, in accordance with agency guidelines.
Follow up on referrals provided by the agency team within the designated time frame.
Develop and present formal insurance proposals detailing 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 clients.
Communicate effectively with customers and 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 seek to conduct business.
Introduce Account Manager roles to clients 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 and procedural standards and use the agency management system to maintain client documentation and reduce Errors and Omissions exposure.
Comply with regulatory requirements for licensing, sales, 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.
Work with a CSR to manage and service current clients and add new customers to the Personal Lines books.
Perform other specific duties and projects as assigned by agency management.