Personal Lines Producer

The Misch Group; Richmond (VA); On-site; USD 60,000 - 125,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Paid time off

Professional development

Job summary

The Misch Group in Virginia is seeking a Personal Lines Producer to join our Insurance & Financial Services team. You will manage client accounts, provide exceptional service, and generate new business in personal lines insurance.

This full-time role emphasizes strong communication, sales drive, and meticulous record-keeping, with compensation including base salary and commission. Ideal candidates have a high school diploma (associate degree preferred), a valid personal lines license, 2–3 years

Qualifications

• High school diploma or equivalent; associate's degree in business, finance, or related field preferred.
• Valid state insurance license in personal lines required.
• 2–3 years of experience in personal lines insurance with proven customer service and sales track record.

Responsibilities

• Client Management: Maintain and enhance existing client relationships with personalized service.
• New Business Development: Identify and pursue opportunities to achieve sales targets.
• Claims Assistance: Support clients through the claims process with guidance and follow-up.
• Quoting and Proposals: Prepare quotes and explain coverage options to clients.
• Cross-Selling: Promote additional insurance products to meet client needs.
• Compliance and Documentation: Ensure transactions and interactions comply with policies and regulations.

Skills

Communication

Customer service

Sales

Multitasking

Attention to detail

Teamwork

Microsoft Office

Education

High school diploma

Associate degree (preferred)

Tools

Insurance software

Microsoft Office

Job description

Personal Lines Producer

Department: Insurance & Financial Services

Employment Type: Full Time

Location: Virginia

Compensation: $60,000 - $125,000 / year

Description

Personal Lines Producer/CSR Position Overview

We are seeking a dynamic and experienced Personal Lines Producer to join our team. The ideal candidate will be responsible for providing exceptional customer service, managing client accounts, and generating new business in personal lines insurance. This role requires strong communication skills, attention to detail, and a proactive approach to client management and sales.

Key Responsibilities

• Client Management: Maintain and enhance existing client relationships by providing personalized service and addressing their insurance needs promptly and effectively.
• New Business Development: Identify and pursue new business opportunities through referrals, networking, and marketing efforts to achieve sales targets.
• Claims Assistance: Support clients in the claims process by providing guidance, documentation, and follow-up to ensure timely and satisfactory resolution.
• Quoting and Proposals: Prepare and present insurance quotes and proposals to clients. Explain coverage options and policy features to help clients make informed decisions.
• Cross-Selling: Promote additional insurance products and services to existing clients to meet their comprehensive insurance needs.
• Compliance and Documentation: Ensure all transactions and client interactions comply with company policies and regulatory requirements. Maintain accurate and organized client files and records.
• Customer Service Excellence: Provide a high level of customer service by responding to client inquiries via phone, email, and in-person meetings promptly and professionally.
• Team Collaboration: Work closely with underwriters, claims adjusters, and other team members to ensure seamless client service and support.

Skills, Knowledge and Expertise

• Education: High school diploma or equivalent; associate's degree in business, finance, or a related field is preferred.
• Licensing: Valid state insurance license in personal lines required.
• Experience: Minimum of 2-3 years of experience in personal lines insurance, with a proven track record in customer service and sales.
• Strong interpersonal and communication skills.
• Ability to manage multiple tasks and priorities effectively.
• Proficiency in insurance management software and Microsoft Office Suite.
• Detail-oriented with strong organizational skills.
• Ability to work independently and as part of a team.

Benefits

• Competitive base salary and commission structure.
• Health, dental, and vision insurance.
• 401(k) retirement plan with company match.
• Paid time off, sick time, and holidays.
• Professional development opportunities.