Personal Lines Insurance Producer

Swartsmanning; Draper (UT); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Fully Paid Health Insurance

Dental/Vision Insurance

11 paid holidays

10 days starting PTO

401k

Job summary

Swarts Manning is seeking a Personal Lines Insurance Producer in Lehi, UT. This role focuses on building a strong sales pipeline and delivering tailored insurance solutions to clients in the region.

Candidates should have at least three years of sales experience and hold a valid state insurance license; professional designations are a plus. This position emphasizes relationship building, timely service, and regulatory compliance.

Qualifications

• Three years of sales experience required.
• State insurance license required; designations a plus.
• Insurance experience is beneficial.

Responsibilities

• Develop new personal lines clientele in the region.
• Hand off to Account Executive and assist client questions.
• Contact inside and outside org to obtain client information.
• Review client exposures, current coverages, and recommend products.
• Create and present proposals to prospective clients.
• Ensure regulatory requirements and internal policies are followed.

Skills

Sales experience

Networking

Closing deals

Time management

Customer service

MS Office

CRM software

Applied Epic

Team oriented

Problem solving

Attention to detail

Listening skills

Professional ethics

Tools

Applied Epic

CRM software

MS Office

Job description

Swarts, Manning, with locations in Nevada, California, and Utah, is seeking applicants for a Personal Lines Insurance Producer in Lehi, UT. This opportunity is designed for individuals that have a strong sales background and are ready to start a serious career in insurance sales with an organization eager to help them meet their goals and build a solid financial future.

Job Description:

Produce new personal lines business utilizing the Swarts Manning portfolio of insurance companies by performing the following tasks:

• Engage and develop new clientele for personal lines throughout the region.


• Provide proper hand off to the Account Executive and assist in anticipating client needs and helping to respond to client questions and issues in a timely manner.


• Make necessary contacts both inside and outside of the organization in order to obtain client requested information and then relay information.


• Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis.


• Create and present proposals to prospective clients.


• Ensure that all regulatory requirements are met and comply with all internal policies and procedures.

Experience Requirements:

• A least three years of sales experience.


• Holds appropriate state insurance license. Professional designations a plus, e.g. API, PLCS, etc.


• Insurance experience a plus.

Competencies:

• Must demonstrate a strong ability to network, develop relationships, and close deals.


• Proven time management skills are necessary. Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required.


• Strong active listening skills with the ability to ask thoughtful and probing questions in order to determine a client's needs. Must be detail oriented with effective follow-up skills.


• Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint); experience using customer or contact relationship management software strongly preferred, knowledge of Applied Epic is ideal.


• Demonstrated ability to function effectively as a team-oriented self-starter in a high visibility client environment.


• Proven ability to exercise sound judgment and strong problem-solving skills.


• Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.

Core Competencies:

• Sales


• Adaptability/Flexibility


• Attention to Detail


• Listening Skills


• Organized


• Team Player


• Professional & Ethical


• Microsoft Office


• Problem Solving

Benefits:

• Fully Paid Health Insurance


• Dental/Vision Insurance


• 11 paid holidays


• 10 days starting PTO


• 401k