PERSONAL LINES PRODUCER

Peoples First Insurance; Tallahassee (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

Peoples First Insurance is seeking a Personal Line Producer in Tallahassee, FL. This sales-focused role requires strong communication, the ability to prospect and close Personal Lines accounts, and a commitment to client service.

You will work with Account Managers to grow the personal lines book and ensure accurate risk and underwriting information is collected. The ideal candidate has 1-3 years of insurance sales experience, an active 2-20 license, and excellent customer service and

Qualifications

• High School Diploma or Equivalent required.
• 1-3 years sales experience in insurance or industry related field required.
• Active 2-20 License is required.
• Proficient computer skills, excellent multi-tasking, and organizational skills.
• Exceptional customer service skills.

Responsibilities

• Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines.
• Follow up on referrals provided by agency team within designated time frame.
• Submit, rate, quote and place quality new business in accordance with agency and company appetites.
• Negotiate coverage and pricing to provide the best value to the client.
• Communicate effectively with customers, agency and company personnel.
• Develop and convey formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.

Skills

Excellent communication

Sales experience

Insurance knowledge

Relationship building

Proficient computer skills

Education

High School Diploma

Tools

Agency management system

MS Office

Job description

The Personal Line Producer generates revenue through the sales of Personal Lines Property and Casualty insurance products. Sales-focused position requiring advanced communication skills and a thorough knowledge of insurance products. Capable of pursuing and closing sales for new and existing Personal lines accounts.The Personal Line Producer is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.Essential Job Duties and Responsibilities:Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelinesFollow up on referrals provided by agency team within designated time frameDevelop and convey formal proposals of insurance including details of coverages, limits, deductibles and other pertinent informationSubmit, rate, quote and place quality new business in accordance with agency and company appetitesNegotiate coverage and pricing to provide the best value to the clientCommunicate effectively with customers, agency and company personnelProvide complete and accurate risk and underwriting information including classification and survey data and loss history to agency and company personnelConduct client and prospect appointments to assess insurance needs, communicate proposals and renewals, provide coverage and pricing options, explain details and desire to conduct businessIntroduce Account Manager roles to clients and involve them as a valued member of the agency teamSupport Personal Lines and other sales efforts through a mutual referral network to cross sell qualifying businessAdhere to agency standards for workflows, procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and OmissionsComply with all regulatory requirements regarding licensing, sales and service of Property & Casualty businessComplete and maintain required reports and attend all sales and personal lines meetings as requiredKeep informed of industry developments through community involvement and continuing educationPerform other specific duties and projects as assigned by agency managementWork with CSR to manage and service current clients, as well as add new customers to the personal Lines booksKnowledge, Skills and Abilities (KSAs):Solid personal character, including strong work ethic, great attitude, and willingness to assist othersProficient computer skills, as well as excellent multi-tasking, and organizational skillsExceptional customer service skillsEducation and Experience:High School Diploma or Equivalent required1-3 years sales experience in insurance or industry related field requiredActive 2-20 License is requiredPhysical Demands:Must be able work with a computer for a minimum of 7 hours daily either standing or sittingMust be able to read printed materials and computer screen with or without MS or other software accessibility functionsMust be able to effectively communicate in e-mail, by phone, or in person during the workday