Personal Lines Producer

Rancho Amigo Services LLC; Modesto (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Employee Discounts

Professional Development

Job Stability

New Policy Commission

No minimum sales commitment

Job summary

Rancho Amigo Services LLC in Modesto, California, seeks a Personal Lines Producer responsible for maintaining and maximizing profitable relationships with personal lines clients. The role involves developing new client sales and retaining existing clients through excellent service and effective communication.

The ideal candidate will hold a California insurance license, possess strong organizational and interpersonal skills, and have a proven success in business-to-business sales.

Qualifications

• Hold the insurance license required by CA.
• Demonstrate strong knowledge of insurance products and procedures.
• Have a proven track record of business-to-business sales success.
• Possess strong presentation, persuasion, and negotiation skills.

Responsibilities

• Identify and develop personal insurance opportunities with clients.
• Maintain relationships with clients through follow-ups.
• Support clients for renewal and retention.
• Monitor and report on key metrics for sales targets.

Skills

Strong presentation skills

Negotiation skills

Customer-focused

Organizational skills

Time management

Education

California insurance license

Tools

Agency management systems

Job description

Benefits/Perks:

• Employee Discounts
• Professional Development
• Job Stability in a growing industry
• New Policy Commission
• No minimum sales commitment

Job Description

The Personal Lines Producer at Rancho Amigo Services LLC 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

• Hold the insurance license required by CA
• Possess 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.