Personal Lines Insurance Producer

Swartsmanning; San Clemente (CA); On-site; USD 60,000 - 90,000; 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 Las Vegas, NV to drive new business and build relationships with clients.

The ideal candidate has a strong sales background, a valid P&C license, and at least 3 years of experience. You will engage prospects, present proposals, and coordinate with Account Executives to deliver tailored coverage and exceptional service.

Qualifications

• 3+ years of sales experience.
• Holds appropriate P&C license.
• Professional designations such as CPCU or CIC are preferred.
• Insurance sales experience is a plus.

Responsibilities

• Produce new personal lines business using the Swarts Manning portfolio of insurance companies.
• Engage and develop new clientele for personal lines throughout the region.
• Facilitate marketing accounts.
• Coordinate all requested information with prospect to ensure information is updated and accurate.
• Create and present proposals to prospective clients.
• Upon sale 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.
• Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis.
• Ensure that all regulatory requirements are met and complies with all internal policies and procedures.

Skills

Networking

Relationship building

Closing deals

Time management

Attention to detail

Active listening

MS Office proficiency

CRM software experience

EPIC knowledge

Tools

MS Office

CRM software

EPIC

Job description

Swarts, Manning & Associates, with locations in Utah, Nevada, and California, is seeking applicants for a Personal Lines Insurance Producer in Las Vegas, NV. 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.

About Us:

When you join Swarts Manning,you’renot just an employee—you’repart of our close-knit family. As a family-owned, independent insurance agency, we prioritize excellence andcreatinga welcoming, positive environment. We value integrity, collaboration, and having fun while we work together to provide exceptional service. Our mission is to surpass our ownhigh standardsand be the best risk protection group in our regions. We take immense pride in our commitment to our customers, employees, vendors, and communities. Imagine working in a place where personal growth, a sense of belonging, and a friendly atmosphere are thenorm. Come join us at Swarts Manning,you’llfeel right at home.

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.
• Facilitate marketing accounts
• Coordinate all requested information with prospect to ensure information is updated and accurate
• Create and present proposals to prospective clients.
• Upon sale 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
• Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis
• Ensure that all regulatory requirements are met and complies with all internal policies and procedures

Experience Requirements:

• 3+ years of sales experience.
• Holds appropriate P&C license.

Preferred

• Professional designations e.g. CPCU, CIC, ARM etc.
• Insurance experience

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 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