Bilingual Personal Lines Insurance Agent-Spanish

CMR Insurance Agency LLC; Arlington (VA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Paid time off

Competitive salary

Job summary

CMR Insurance Agency LLC in Arlington, VA seeks a Personal Lines Producer to manage and grow a profitable book of personal lines clients. You will identify opportunities, quote, bind coverage, and educate clients on coverages and rates. Bilingual Spanish is highly desirable and growth and compensation are tied to performance.

You will maintain client relationships, prospect new business, and collaborate with team members while staying current on industry changes and CE requirements.

Qualifications

• HOLD the state-required insurance license and have at least two years of personal and commercial lines account management experience.
• Bachelor’s Degree or comparable work experience.
• Valid driver’s license and reliable transportation.
• Strong knowledge of insurance products, rating procedures, underwriting procedures, coverages and industry operations.
• People-oriented with excellent verbal and written communication.
• Excellent time management, team-oriented and proficient with agency software.

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 client relationships through follow-up, timely quotations, and support.
• Actively prospect round accounts and solicit increases in existing client coverage and new clients.
• Obtain best coverage and rates, process quotes, bind coverage, and coordinate inspections and documentation.
• Present policies to insured and educate on coverages and rates.
• Monitor, review, and report on metrics to meet sales targets and document activities professionally.
• Collaborate with team members, mentor staff, and participate in meetings.
• Maintain CE and keep informed on industry info, products, legislation, coverages, and technology.

Skills

People-oriented

Communication skills

Time management

Team collaboration

Prospecting/sales

Education

Bachelor's Degree or equivalent

Insurance license

Tools

Agency management systems

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Health insurance
• Paid time off
• Competitive salary

Job Description

The Personal Lines Producer at CMR Insurance Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales. We want a person that wants personal and professional growth as well as financial compensation. Someone who is never satisfied and want knows they will succeed. Bilingual is in Spanish is very desirable.

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.
• 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:

• Hold the insurance license required by your state and have a minimum of two years of personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
• Possess a valid driver’s license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.