Personal Lines Insurance Producer - Sales & Growth

Peoples First Insurance

Tallahassee (FL)

On-site

USD 45,000 - 50,000

Full time

13 days ago

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Job summary

Peoples First Insurance in Tallahassee, FL is seeking a results-driven Personal Lines Producer to grow revenue through sales of Personal Lines Property and Casualty products. This role emphasizes prospecting, quoting, and closing new and existing accounts with strong communication and relationship skills.

The ideal candidate will have 1–3 years of insurance sales experience, a current 2-20 license, and a high level of professionalism in a fast-paced agency environment.

Qualifications

  • High School Diploma or Equivalent required.
  • 1-3 years sales experience in insurance or industry related field required.
  • Active 2-20 License is required.

Responsibilities

  • 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

Skills

Solid personal character
Proficient computer skills
Multi-tasking
Organizational skills
Customer service skills

Education

High School Diploma or Equivalent

Job description

Peoples First Insurance in Tallahassee, FL is seeking a results-driven Personal Lines Producer to grow revenue through sales of Personal Lines Property and Casualty products. This role emphasizes prospecting, quoting, and closing new and existing accounts with strong communication and relationship skills.

The ideal candidate will have 1–3 years of insurance sales experience, a current 2-20 license, and a high level of professionalism in a fast-paced agency environment.

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