Personal Lines Producer

Southeast Managing Partners; Monroe (MI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Opportunity for advancement

Training & development

Job Stability

Job summary

Southeast Managing Partners in Monroe, MI is looking for a Personal Lines Producer to manage client relationships and drive new business sales within the personal lines insurance sector. The ideal candidate will have a Bachelor's Degree and at least two years of experience in personal and commercial lines insurance. Responsibilities include identifying new client opportunities, providing accurate quotations, and maintaining strong relationships. Flexible work-from-home options are available, and strong organizational, communication, and sales skills are essential.

Qualifications

• Minimum two years of personal and commercial lines insurance account management experience.
• Hold the insurance license required by your state.
• Proven track record of sales success and strong decision-making skills.

Responsibilities

• Identify and develop personal insurance opportunities with clients.
• Maintain excellent relationships with prospects through follow-up and account support.
• Process quotes and bind insurance coverage.

Skills

Strong knowledge of insurance products

Business-to-business sales success

Presentation and negotiation skills

Customer-focused and people-oriented

Organizational skills

Education

Bachelor’s Degree or comparable work experience

Tools

Agency management systems

Job description

Benefits

• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Training & development
• Competitive Pay
• Professional Development
• Job Stability in a growing industry

The Personal Lines Producer at Southeast Managing Partners is responsible for maintaining and maximizing profitable relationships with personal line 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, solicit increases in existing client coverage, and 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 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 have technology and computer proficiency including agency management systems.

Flexible work from home options available.