Personal Lines Producer

Polly Insurance Agency, LLC; Town of Fishkill (NY); Hybrid; USD 63,000 - 77,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA

FSA

Commuter pre-tax benefits

PTO and holidays

Parental leave

401(k) matching

Life insurance

Disability insurance

Hybrid work options

Job summary

Polly Insurance Agency, LLC in New York seeks a Personal Lines Insurance Producer to drive revenue growth by selling insurance products, building strong client relationships, and delivering exceptional service. This role emphasizes growth and market expansion, identifying new business opportunities while maintaining a client portfolio.

You will generate leads via cold calling, networking, and referrals; assess client needs, prepare quotes, cross-sell lines, and close sales; provide excellent

Qualifications

• Active Property and Casualty license.
• Minimum of 2 years of insurance sales experience.
• Superior personal lines knowledge.
• Ability to work independently and manage workload.
• Strong time management and decision-making skills.
• Persuasive; persistent and confident in closing a sale.
• Self-driven to follow up with warm leads and close sales.

Responsibilities

• Generate leads and prospect new clients through cold calling, networking, and referrals.
• Evaluate clients' insurance needs and recommend appropriate coverage.
• Prepare personalized insurance quotes and cross-sell additional lines of coverage; close sales.
• Pitch insurance products and explain complex concepts clearly to convert prospects into policyholders.
• Deliver superior service to clients throughout the policyholder lifecycle.
• Communicate effectively with clients, carriers, and internal partners.
• Demonstrate resourcefulness in solving client problems and identifying opportunities.

Skills

Active P&C license

Insurance sales

Personal lines knowledge

Prospecting

Relationship building

Negotiation

Multitasking

Spanish (optional)

Job description

**Job Overview****Personal Lines Insurance Producer****THE ROLE:**The Producer drives revenue growth by selling insurance products, building strong client relationships, and delivering exceptional service. This role combines sales expertise, insurance knowledge, and a customer-first mindset to meet client needs and achieve sales targets.Unlike service-oriented roles, the Producer is focused on growth and market expansion. The Producer is responsible for identifying, soliciting, and binding new insurance business while maintaining a portfolio of existing clients.**WHAT YOU’LL DO:*** Generate leads and prospect new clients through cold calling, networking, community involvement, and referrals.* Evaluate clients' insurance needs and recommend appropriate coverage.* Prepare personalized insurance quotes, cross-sell additional lines of coverage, and close sales.* Pitch insurance products, explain complex insurance concepts in clear terms, and convert prospects into policyholders.* Deliver superior service to clients throughout the policyholder lifecycle.* Communicate effectively with clients, carriers, and internal partners.* Demonstrate resourcefulness in solving client problems and identifying new opportunities.* Adapt to changing situations, markets, and client needs.**Key Performance Indicators:*** New business premium: The total value of new policies written during a specific period* Retention Rate: the percentage of existing clients who renew their polices year over year* Unlike service-oriented roles, the Producer is focused on growth and market expansion.* The Producer is responsible for identifying, soliciting, and binding new insurance business while maintaining a portfolio of existing clients.**WHAT YOU NEED TO SUCCEED:*** Active Property and Casualty License* Minimum of 2 years of Insurance sales experience* Superior personal lines insurance knowledge* Ability to successfully work independently and manage workload and priorities* Solid computer, grammar and multi-tasking skills* Strong attention to detail with time management and decision-making skills* Proven ability to be persuasive; persistent and confident in closing a sale* Self-driven initiative to follow up with warm leads and close sales* Previous experience thriving in a high-volume and fast paced work environment* Prior experience selling Insurance at an Independent Agency preferred* Prior experience with AMS and PLrater preferred* Fluent Spanish speaker preferred**WORK AND LIFE BALANCED, WE’RE HERE FOR YOU:*** Medical, dental and vision insurance* HSA, FSA, Dependent Care FSA and Commuter pre-tax benefit* Flextime PTO and generous holiday time* Paid Parental leave + baby cash* Matching 401(k) contributions* Life & disability Insurance* Hybrid Work OptionsPolly is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status as defined by federal, state or local law.About PollyPolly delivers unexpected value by embedding insurance into life's biggest purchases. As the leading embedded automotive insurance marketplace, Polly seamlessly integrates coverage options from 40+ insurance carriers into the automotive buying experience at thousands of dealerships across the country, delivering savings to consumers when they need it most. With more than $11 billion in coverage placed, shoppers trust Polly for instant quotes, immediate coverage, and expert live agents. Experience the unexpected value of embedded auto insurance at Polly.co.Compensation: $70,000+ uncapped