Personal Lines Producer

University Bank•Pittsfield Charter Township, MI

2d•Hybrid

About The Position

The Personal Lines Producer is responsible for soliciting, evaluating, and obtaining new insurance clients along with rounding and retaining current customers. Follow up with customers to ensure appropriate supporting documentation has been obtained and that customer receives the correct coverage contracted for.

Requirements

High school diploma or equivalent required
Current Insurance License in required lines
Excellent organizational, time management & analytical skills
Able to communicate and negotiate effectively
High degree of dependability
Able to effectively problem solve
Ability to handle highly sensitive information, maintaining confidentiality of customers personal information
Strong computer skills required such as Excel, Word, Adobe
Maintain & foster positive relationships with customers and business partners
Strong customer service skills
Provide professional communication in both oral & written expression

Nice To Haves

Minimum 5 years previous insurance experience preferred

Responsibilities

Determine niche markets from list of companies to determine best marketing strategy and solicit new prospective customers.
Determine customer needs & all other required information to make an informed decision.
Quote the risk with multiple markets to determine best coverage and price.
Follow up with underwriter and customer through quoting process.
Log all activities of the sale in management system.
Maintain records, reports, and files as applicable.
Requote renewals when they renew over agency-set amount if requested by management too.
Follow all corporate and agency level compliance.
Follow individual and corporate Strategic Plan along with management set goals for calendar year.
Train other employees as needed on new products, companies, or approved changes
Maintain required disclosure postings and licensing (continuing education, etc.
Attend all required meetings/trainings.
Answer telephones as needed.
All other duties as assigned by management.