Private Client Producer

The Jonus Group•Charlotte, NC

About The Position

Seeking a highly motivated and experienced Personal Lines Producer to join a team. This role focuses on serving high-net-worth clientele, providing tailored personal insurance solutions, and building lasting relationships. Reporting to the Director of Personal Lines, you will play a key role in expanding our presence in the high-net-worth market. This is an excellent opportunity for a professional with a strong background in personal lines insurance who is looking to grow their career in a dynamic and supportive environment.

Requirements

Active Property & Casualty (P&C) license required.
Minimum of 2 years in personal lines insurance.
Proficiency in EZLynx or similar insurance software.
Professional demeanor and excellent communication skills.
Ability to present confidently and speak eloquently.
Strong knowledge of high-value insurance products.
Life experience and maturity to connect with high-net-worth clients.
Reliability and a proven track record of success in sales.

Nice To Haves

Experience in high-net-worth clientele.

Responsibilities

Develop and maintain relationships with high-net-worth clients.
Conduct both inside and outside sales to generate new business opportunities.
Provide expert advice on personal lines insurance products, including high-value homes, umbrella policies, jewelry, and other specialized coverage.
Collaborate with the Personal Lines team to ensure seamless client service.
Stay informed about industry trends and product offerings to better serve clients.
Meet and exceed sales targets and contribute to the growth of the high-net-worth segment.