Personal Lines Producer

Trucordia•Roseville, CA
•$25 - $30•Remote

About The Position

We are seeking a highly motivated and results-driven Personal Lines Producer to join our dynamic team at Trucordia. The Personal Lines Producer will be responsible for developing new business opportunities, managing existing client relationships, and providing risk management solutions tailored to clients of all types. The ideal candidate will possess strong sales acumen, an in-depth understanding of personal lines insurance products, and a passion for helping insureds protect their assets through comprehensive insurance coverage.

Requirements

  • Valid Property and Casualty License
  • 3 years of experience in personal lines sales
  • Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
  • Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.
  • Must have a strong understanding of homeowners and personal auto coverage.

Nice To Haves

  • Must possess a developing knowledge of personal insurance markets to place new business and understand the supplemental insurance marketplace.
  • Strong sales acumen and experience with AMS 360

Responsibilities

  • Building a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts.
  • Presenting customized insurance solutions to meet clients' specific needs including but not limited to homeowners, auto, umbrella, earthquake, and personal articles floaters.
  • Establishing and maintaining long-term relationships with new and existing clients, acting as a trusted advisor for their personal and family insurance needs.
  • Creating and presenting comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.
  • Reviewing current policy renewals to look for potential cross-sell opportunities and potential gaps in coverage.
  • Communicating with clients regarding increased renewal premiums while looking for potential savings during coverage reviews and remarketing to different carriers as necessary.
  • Leveraging industry knowledge to keep clients informed on market trends, emerging risks, and changes in regulations that may affect their insurance needs.
  • Staying current with industry trends, regulations, and changes in personal lines insurance products.
  • Preparing and submitting regular progress reports on sales performance and account activities.

Benefits

  • Medical, Dental, Vision
  • Life and AD&D insurance
  • FSA / HSA
  • Commuter & Child Care FSA
  • Cancer Support Benefits
  • Pet Insurance
  • Accident & Critical Illness
  • Hospital Indemnity
  • Employee Assistance Program (EAP)
  • 11 Paid Holidays
  • Flexible PTO
  • 401K
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