Personal Lines Producer

The Jonus Group; Raleigh (NC); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Professional development opportunities

Performance-based incentives

Job summary

The Jonus Group is actively seeking a dynamic Vice President, Client Development – Personal Lines to lead growth by acquiring new individual and family clients while managing long-term personal lines relationships.

The ideal candidate will bring deep knowledge of personal insurance products, exceptional relationship-building skills, and a proven track record of exceeding sales targets to contribute to the success of a fast-growing agency.

Qualifications

• Experience in personal lines insurance sales and growth.
• Strong relationship-building and advisory skills.
• Licensed for Property & Casualty.

Responsibilities

• Identify and qualify leads, build long-term client relationships, and grow the personal client base through networking, referrals, and digital marketing initiatives.
• Assess clients' home, auto, umbrella, and ancillary needs and tailor personal lines coverage.
• Negotiate with underwriters to secure favorable policy terms and pricing.
• Present coverage options, educate clients on options and close aligned with goals.
• Track KPIs and monitor client satisfaction to drive retention and referrals.
• Maintain ongoing client relationships, address inquiries, and conduct periodic reviews.
• Coordinate with service team, carriers, and claims for timely processing.
• Stay informed on trends and carrier offerings to provide expert advisory services.
• Own and develop a personal lines book of business.

Skills

Relationship building

Business development

Client acquisition

Sales leadership

Education

Bachelor's or Associate's degree in Business, Communications, Finance, or related field

Property & Casualty License

Job description

Job Description

Vice President, Client Development – Personal Lines

Job Summary

Seeking a dynamic and results-driven Vice President, Client Development – Personal Lines to join a team. This role is pivotal in driving business growth by acquiring new individual and family clients while managing long-term personal lines relationships. The ideal candidate will possess a deep understanding of personal insurance products, exceptional relationship-building skills, and a proven track record of exceeding sales targets. This position offers an exciting opportunity to contribute to the success of a fast-growing insurance agency by providing expert-level advisory services and tailored insurance solutions.

Job Description

Vice President, Client Development – Personal Lines

Job Summary

Seeking a dynamic and results-driven Vice President, Client Development – Personal Lines to join a team. This role is pivotal in driving business growth by acquiring new individual and family clients while managing long-term personal lines relationships. The ideal candidate will possess a deep understanding of personal insurance products, exceptional relationship-building skills, and a proven track record of exceeding sales targets. This position offers an exciting opportunity to contribute to the success of a fast-growing insurance agency by providing expert-level advisory services and tailored insurance solutions.

Compensation Package

• Competitive salary commensurate with experience
• Performance-based incentives and bonuses
• Comprehensive benefits package, including health, dental, and vision insurance
• Professional development opportunities

Responsibilities

• Drive business growth by identifying and qualifying leads, building long-term client relationships, and expanding the personal client base through networking, referrals, and digital marketing initiatives.
• Conduct comprehensive needs assessments to understand clients’ individual and household coverage requirements and recommend customized personal lines coverage solutions.
• Negotiate with personal lines underwriters to secure favorable policy terms, conditions, and pricing across home, auto, umbrella, and ancillary coverages.
• Present personal insurance products to clients, educating them on coverage options, risk considerations, and policy details, and closing deals that align with their needs and financial goals.
• Track and analyze sales performance and client satisfaction using key performance indicators (KPIs) such as new business written, retention rates, and referral generation.
• Maintain ongoing client relationships, address policy inquiries, provide guidance during claims, and conduct periodic coverage reviews to ensure long-term retention.
• Collaborate with the Personal Lines service team, carriers, and claims resources to ensure accurate and timely policy processing in compliance with industry standards.
• Stay informed on personal lines industry trends, regulatory updates, and carrier product offerings to provide expert-level advisory services.
• Take ownership of a personal lines book of business, coordinating efforts with internal teams and external partners to retain clients and develop new business opportunities.

Qualifications/Requirements

Education

• Bachelor's or Associate's degree in Business, Communications, Finance, or a related field preferred.
• Property & Casualty License required.