Personal Lines Producer

Waldmeir Agency MI Inc; Grosse Pointe (MI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Paid time off

Training & development

Job stability in a growing industry

Job summary

Waldmeir Agency MI Inc is seeking a Personal Lines Producer to manage and grow client relationships, emphasizing successful outbound sales. Responsibilities include identifying insurance opportunities and providing exceptional client support.

Candidates should possess strong knowledge of insurance products, demonstrated sales success, and exceptional organizational skills. A property & casualty insurance license is preferred. The role offers career stability in a thriving industry.

Qualifications

• Possess a valid driver’s license and reliable transportation.
• Demonstrate strong knowledge of insurance products and procedures.
• Have a proven track record of business-to-business sales success.

Responsibilities

• Identify and develop personal insurance opportunities with clients.
• Foster relationships with clients and provide account support.
• Prospect for new clients and manage existing client needs.

Skills

Outbound sales experience

Presentation and negotiation skills

Customer-focused attitude

Organizational skills

Time management

Technology proficiency

Education

Property & casualty insurance license (preferred)

Minimum 2 years sales experience

Tools

Agency management systems

Job description

Benefits

• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development
• Competitive Pay
• Base + Commission
• Bonus Opportunity
• Professional Development
• Job Stability in a highly stable and growing industry

Job Description

The Personal Lines Producer at Waldmeir Agency MI Inc is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.

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.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• 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

• Holding a property & casualty insurance license in Michigan is preferred but not mandatory.
• Minimum of two years outbound sales 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.