PERSONAL LINES PRODUCER

The Personal Line Producer generates revenue through the sales of Personal Lines Property and Casualty insurance products, requiring advanced communication skills and knowledge of insurance products.

Requirements

• 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