Personal Lines Producer

Hancox Insurance Agency Inc; Thousand Oaks (CA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Paid time off

Professional Development

Job summary

Hancox Insurance Agency Inc is seeking a Personal Lines Producer in Thousand Oaks, CA. This role focuses on building and maintaining profitable relationships with personal lines clients while ensuring optimal service and coverage. Candidates should obtain California insurance licenses and exhibit sales experience.

The position stresses strong communication, organizational skills, and a customer-oriented approach. Competitive salary and benefits are included.

Qualifications

• Must obtain California Property and Casualty and Life and Health licenses within 60 days of hire.
• Demonstrate strong knowledge of insurance products and procedures.
• Possess outstanding organizational skills and sound business judgment.

Responsibilities

• Identify and develop personal insurance opportunities with clients.
• Maintain strong client relationships through follow-up and account support.
• Obtain the best coverage/rate for insured and present policies.

Skills

Customer-focused

Strong communication skills

Time management

Sales experience

Insurance knowledge

Education

California Property and Casualty and Life and Health licenses

Tools

Agency management systems

Job description

Benefits

• 401(k)
• Bonus based on performance
• Competitive salary
• Employee discounts
• Paid time off
• Signing bonus
• Training & development
• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Job Description

The Personal Lines Producer at Hancox Insurance Agency, 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 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.
• 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

• Must obtain California Property and Casualty and Life and Health licenses within 60 days of hire date. Insurance experience is not required, but experience in general sales is preferred.
• 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.
• 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 possess technology and computer proficiency including agency management systems.