PERSONAL LINES PRODUCER

Royal American Companies•Tallahassee, FL

1d•Onsite

About The Position

The Personal Line Producer generates revenue through the sales of Personal Lines Property and Casualty insurance products. This is a sales-focused position requiring advanced communication skills and a thorough knowledge of insurance products. The producer is capable of pursuing and closing sales for new and existing Personal lines accounts. The Personal Line Producer is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.

Requirements

High School Diploma or Equivalent required
1-3 years sales experience in insurance or industry related field required
Active 2-20 License is required
Solid personal character, including strong work ethic, great attitude, and willingness to assist others
Proficient computer skills, as well as excellent multi-tasking, and organizational skills
Exceptional customer service skills

Responsibilities

Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines.
Follow up on referrals provided by agency team within designated time frame.
Develop and convey formal proposals of insurance including details of 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 the client.
Communicate effectively with customers, 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 desire to conduct business.
Introduce Account Manager roles to clients and involve them as a valued member of the agency team.
Support Personal Lines and other sales efforts through a mutual referral network to cross sell qualifying business.
Adhere to agency standards for workflows, procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions.
Comply with all regulatory requirements regarding licensing, sales and service of Property & Casualty business.
Complete and maintain required reports and attend all sales and personal lines meetings as required.
Keep informed of industry developments through community involvement and continuing education.
Perform other specific duties and projects as assigned by agency management.
Work with CSR to manage and service current clients, as well as add new customers to the personal Lines books.