Personal Lines Producer

ROSS INSURANCE AGENCY INC; Delmar (NY); In loco; USD 55.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonus based on performance

Parental leave

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Competitive Pay

Professional Development

Job Stability in a growing industry

Descrizione del lavoro

ROSS INSURANCE AGENCY INC is seeking a Personal Lines Producer to maintain profitable relationships with personal lines clients and grow the book of business through new client sales and existing client account rounding.

You will identify and develop opportunities with clients in person and online, provide timely quotations, and secure favorable coverage and rates while educating insureds on coverages. The role emphasizes relationship building and ongoing education.

Competenze

• Hold the insurance license required by your state and have a minimum of two years of personal and commercial lines insurance account management experience.
• Possess a Bachelor’s Degree or comparable work experience.
• Have a valid driver’s license and reliable transportation.
• Demonstrate strong knowledge of insurance products, ratings procedures, underwriting, coverages, and industry operations.
• Proven track record in B2B sales with presentation, persuasion, and negotiation skills.

Mansioni

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain relationships with clients and prospects through follow-up, timely quotations, and account support.
• Actively prospect round accounts and seek increases in existing coverage and network for new clients.
• Obtain best coverage and rate; process quotes and bind insurance; coordinate inspections and documentation.
• Support and prepare clients for renewal and retention with strong client relationships.
• Monitor metrics to ensure sales targets are met and document sales activity accurately.
• Collaborate with team, mentor staff, and participate in meetings; stay updated on industry developments.

Conoscenze

Sales experience

Insurance knowledge

Communication

Negotiation

Time management

Team collaboration

Technology proficiency

Formazione

Bachelor’s Degree or equivalent

Strumenti

Agency management systems

Descrizione del lavoro

Benefits:

• Bonus based on performance
• Parental leave
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off

Benefits/Perks:

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Job Description

The Personal Lines Producer at ROSS INSURANCE AGENCY INC is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales, and existing client account rounding.

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.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• 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.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• 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.