Personal Lines Producer

Baja Insurance Services Inc; Sacramento (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Employee discounts

Opportunity for advancement

Training & development

Tuition assistance

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

A growing insurance company in Sacramento is seeking a Personal Lines Producer to maintain and maximize client relationships and grow the book of business through new sales. The ideal candidate will have two years of experience in personal and commercial lines insurance, a valid insurance license, and strong communication and sales skills. The role emphasizes client engagement, sales metric monitoring, and teamwork in a supportive environment.

Qualifications

• Minimum two years of personal and commercial lines insurance experience.
• Hold the required insurance license in the state.
• Valid driver's license and reliable transportation.

Responsibilities

• Identify and develop insurance opportunities with clients.
• Maintain relationships through regular follow-up and quotations.
• Monitor sales metrics and document sales activities.

Skills

Insurance knowledge

Sales success

Customer-focused

Organizational skills

Communication skills

Education

Bachelor’s Degree or comparable experience

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Employee discounts
• Opportunity for advancement
• Training & development
• Tuition assistance
• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Job Description

The Personal Lines Producer at Baja Insurance Services Inc 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.
• 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.
• 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 Technology and Computer proficiency including agency management systems.