Personal Lines Producer

RELIABLE FAMILY INSURANCE - Allstate Insurance; Indianapolis (IN); Vor Ort; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Bonus

Salary

Paid time off

Training

Zusammenfassung

RELIABLE FAMILY INSURANCE - Allstate Insurance in Indianapolis is seeking an ambitious Personal Insurance Advisor to drive new business and sales. The role focuses on identifying client needs, building relationships, and managing the full sales process from prospecting to closing.

The ideal candidate is a confident communicator with strong sales skills, customer-first mindset, and ability to independently manage opportunities. A motivated sales professional can earn $100,000+.

Qualifikationen

• Previous insurance sales or personal lines experience preferred.
• An active Property & Casualty insurance license is preferred/required.
• Strong communication, negotiation, and relationship-building skills.
• Proven ability to prospect, follow up, and close sales.
• Self-motivated and comfortable working independently.
• Organized, detail-oriented, and able to manage multiple opportunities at once.
• Professional, positive, and customer-focused attitude.
• Comfortable working with insurance technology, CRM systems, and agency management software.
• A strong desire to grow professionally and financially.

Aufgaben

• 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.

Kenntnisse

Insurance sales

Communication

Negotiation

Relationship building

Prospecting

Closing sales

Independent work

Organization

Attention to detail

Customer service

CRM

Agency software

Professional growth

Tools

CRM systems

Agency management software

Jobbeschreibung

Benefits:

• Bonus based on performance
• Competitive salary
• Paid time off
• Training & development

Personal Insurance Advisor - New Business & Sales

Job Description

We are looking for an ambitious, relationship-driven Personal Insurance Advisor to join our growing insurance agency. This is an excellent opportunity for someone who enjoys building relationships, identifying clients’ insurance needs, and turning opportunities into long-term customer relationships.

The ideal candidate is a confident communicator with strong sales skills, a customer-first mindset, and the ability to independently manage the sales process from prospecting through closing.

A motivated and hard working sales professional can earn $100,000+.

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:

• Previous insurance sales or personal lines experience preferred.
• An active Property & Casualty insurance license is preferred/required.
• Strong communication, negotiation, and relationship-building skills.
• Proven ability to prospect, follow up, and close sales.
• Self-motivated and comfortable working independently.
• Organized, detail-oriented, and able to manage multiple opportunities at once.
• Professional, positive, and customer-focused attitude.
• Comfortable working with insurance technology, CRM systems, and agency management software.
• A strong desire to grow professionally and financially.