Personal Lines Producer

Benefits:

• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development

Personal Insurance Advisor — New Business & Sales

Job Description
We are looking for an ambitious, relationship-driven Personal Insurance Advisor to join our growing insurance agency. This is an excellent opportunity for someone who enjoys building relationships, identifying clients’ insurance needs, and turning opportunities into long-term customer relationships.

The ideal candidate is a confident communicator with strong sales skills, a customer-first mindset, and the ability to independently manage the sales process from prospecting through closing.

A motivated and hard working sales professional can earn $100,000+.

 

Responsibilities: 

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication. 
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs. 
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

 
 Qualifications:

• Previous insurance sales or personal lines experience preferred.
• An active Property & Casualty insurance license is preferred/required.
• Strong communication, negotiation, and relationship-building skills.
• Proven ability to prospect, follow up, and close sales.
• Self-motivated and comfortable working independently.
• Organized, detail-oriented, and able to manage multiple opportunities at once.
• Professional, positive, and customer-focused attitude.
• Comfortable working with insurance technology, CRM systems, and agency management software.
• A strong desire to grow professionally and financially.