Personal Lines Producer

The Juris Agency; Jenks (OK); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

The Juris Agency is seeking a Personal Lines Producer to generate new personal insurance business while building lasting client relationships. You will educate clients, identify coverage needs, and tailor Home, Auto, Renters, Condo, and Umbrella solutions to protect what matters most.

This role requires prospecting, referrals, and meeting production goals while delivering an exceptional client experience. A high school diploma is required; licenses and a valid driver’s license are necessary.

Qualifications

• High school diploma or equivalent; associate's or bachelor's degree preferred.
• Active Property & Casualty license or ability to obtain one within required timeframe.
• Valid driver's license and reliable transportation.
• Previous sales or customer service experience preferred.
• Insurance experience is a plus but not required for entry-level candidates.

Responsibilities

• Generate new personal lines business through networking, referrals, and prospecting.
• Quote, present, and close Home, Auto, Renters, Condo, and Umbrella policies.
• Conduct reviews to identify insurance needs and coverage gaps.
• Build and maintain relationships with clients, referral partners, lenders, real estate professionals, and community orgs.
• Educate clients on coverage options and provide recommendations.
• Refer opportunities to life, health, Medicare, commercial, and other non-personal lines products.
• Maintain documentation in CRM and agency systems.
• Meet or exceed new business production and close-rate goals.
• Partner with Client Service Representatives and Renewal Specialist for seamless client experience.
• Transition issued policies to Renewal Specialist for ongoing renewals.
• Stay informed on carrier products, underwriting guidelines, and industry trends.

Skills

Communication

Relationship-building

Time management

Follow-up

Sales mindset

Education

High school diploma or equivalent

Associate/Bachelor's degree preferred

Tools

CRM software

Comparative rating software

Job description

Job Description

The Personal Lines Producer is responsible for generating new personal insurance business while building lasting relationships with individuals and families. This role focuses on educating clients, identifying coverage needs, and providing customized insurance solutions that protect what matters most. Producers are expected to actively prospect, develop referral relationships, convert agency-generated opportunities, and consistently achieve production goals while delivering an exceptional client experience.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

Generate new personal lines business through networking, referrals, community involvement, prospecting, and agency-provided opportunities.

Quote, present, and close Home, Auto, Renters, Condo, and Umbrella insurance policies.

Conduct comprehensive insurance reviews to identify clients' insurance needs and coverage gaps.

Build and maintain long-term relationships with clients, referral partners, lenders, real estate professionals, and community organizations.

Educate clients on available coverage options and provide professional insurance recommendations.

Refer opportunities for life, health, Medicare, commercial, specialty, and other non-personal lines products to the appropriate agency advisor.

Maintain accurate documentation and activity within the agency CRM and management systems.

Meet or exceed established new business production, activity, and close rate goals.

Partner with Client Service Representatives and the Renewal Specialist to provide a seamless client experience throughout the policy lifecycle.

Transition issued policies to the Renewal Specialist, who is responsible for ongoing renewal management and annual policy reviews.

Maintain required insurance licenses and complete continuing education requirements.

Stay informed on carrier products, underwriting guidelines, and industry trends.

Represent the agency with professionalism, integrity, and a commitment to exceptional client service.

Requirements

Education & Licensing

High school diploma or equivalent required; associate's or bachelor's degree preferred.

Active Property & Casualty Insurance License, or the ability to obtain one within the required timeframe.

Valid driver's license and reliable transportation.

Experience

Previous sales or customer service experience preferred.

Insurance experience is preferred but not required for entry-level candidates.

Experience developing relationships and generating referrals is a plus.

Knowledge & Skills

Strong communication, interpersonal, and relationship-building skills.

Self-motivated, goal-oriented, and driven to achieve sales objectives.

Excellent organization, time management, and follow-up skills.

Ability to identify client needs and recommend appropriate insurance solutions.

Professional presentation and consultative selling abilities.

Basic computer proficiency and the ability to learn agency technology platforms, CRM systems, and comparative rating software.

Ability to work independently while collaborating effectively with a team.

Commitment to providing exceptional customer service and maintaining high ethical standards.

Additional Requirements

Must be legally authorized to work in the United States.

Must maintain all required insurance licenses and remain in good standing throughout employment.

Success Characteristics

Positive attitude with a strong work ethic.

Coachable and eager to learn.

Competitive and results-driven.

Comfortable networking and building referral relationships.

Dependable, accountable, and adaptable in a fast-paced environment.

Demonstrates integrity, professionalism, and sound judgment in all client interactions.