Personal Lines Producer

The Westmeyer Group•Durham, NC

About The Position

The Personal Lines Producer at Risk & Insurance Consultants: The Westmeyer Group maintains and maximizes profitable relationships with personal lines clients and grows the book of business through new client sales. The role involves identifying and developing insurance opportunities, supporting clients throughout policy placement and renewal, and meeting sales targets. The producer also collaborates with and supports team members and maintains ongoing industry knowledge through continuing education.

Requirements

Hold the insurance license required by the state.
Have at least two years of personal and commercial lines insurance account management experience.
Have a bachelor’s degree or comparable work experience.
Possess a valid driver’s license and reliable transportation.
Demonstrate strong knowledge of insurance products and uses, rating and underwriting procedures, coverages, and industry operations.
Have a proven record of business-to-business sales success.
Have strong presentation, persuasion, and negotiation skills, with the ability to close sales.
Be customer-focused and professionally assertive in developing and servicing client relationships.
Have strong organizational skills and the ability to complete difficult assignments without supervision.
Demonstrate sound business judgment, strong decision-making, and excellent written and verbal communication skills.
Have excellent time-management skills, work effectively in a team environment, and be proficient with technology, computers, and agency management systems.

Responsibilities

Identify, qualify, and develop personal insurance opportunities with new and existing clients through in-person, online, phone, and written communication.
Build and maintain relationships with clients and prospects through regular follow-up, timely and accurate quotations, and account support.
Anticipate, respond to, and follow up on existing client needs.
Prospect for new clients, round accounts, solicit increased coverage, network for new business, and pursue win-backs.
Find appropriate coverage and rates, process quotes, bind coverage, and follow up on inspections, photos, and other documentation as needed.
Present policies and educate insured clients about coverages and rates.
Support clients through renewals and retention efforts.
Monitor, review, and report on key metrics to help achieve sales targets, and document sales activity accurately and professionally in a timely manner.
Collaborate with team members, mentor staff, answer questions, and participate in formal and informal meetings as needed.
Maintain continuing education and stay informed about industry developments, products, legislation, coverages, and technology.