Personal Lines Producer

Natasha Faesy Burgess Insurance Age; Naugatuck (CT); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

Natasha Faesy Burgess Insurance Age is seeking a Personal Lines Producer to manage profitable relationships with personal lines clients and grow the book of business through new client sales.

You will identify opportunities, provide timely quotations, and bind coverage while maintaining strong client service and renewals. A driver’s license and two years of relevant experience are expected.

Qualifications

• Hold the insurance license required by your state (CI license where applicable) and have a minimum of two years of personal and commercial lines account management experience.
• Possess a valid driver’s license and a reliable vehicle.
• Demonstrate strong knowledge of insurance products, coverages, rating and underwriting procedures to secure new business and maintain clients.

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.
• Actively prospect round accounts, solicit increases in existing client coverage, and network for new clients including win backs.
• Obtain best coverage and rate for insured, process quotes and bind insurance coverage; accompany inspections and documentation as needed.
• Present policies to insured and educate them on coverages and rates.
• Support and prepare clients for renewal and retention, maintaining strong client relationships.
• Monitor, review, and report on key metrics to ensure sales targets are met and document activities timely and accurately.
• Collaborate with team members, mentor staff, and participate in meetings as needed.

Skills

Sales

Insurance knowledge

Communication

Relationship management

Education

Bachelor’s Degree or equivalent experience

Job description

Benefits/Perks:

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Job Description

The Personal Lines Producer at Natasha Faesy Burgess Insurance Age 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.
• 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:

• 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 Technology and Computer proficiency including agency management systems.