Personal Lines Producer

CARLOS RAMIREZ INSURANCE AGENCY LLC - ALLSTATE; Town of Texas (WI); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive pay

Commissions

Professional development

Job stability

Job summary

Carlos Ramirez Insurance Agency LLC - ALLSTATE is seeking a Personal Lines Producer to grow the book of business by securing new clients and strengthening relationships with existing ones. You will identify opportunities, present policies, and ensure coverage aligns with client needs.

The role emphasizes client service, timely quotations, renewals, and collaboration with the team. A license and sales experience in personal lines are required, with strong communication and negotiation skills to

Qualifications

• Hold the insurance license required by your state and have a minimum of one year of personal lines insurance account management experience.
• Possess a valid driver's license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations.
• Proven track record of business-to-business sales success with presentation and negotiation skills.
• Be people-oriented, customer-focused and professional in developing client relationships.
• Excellent organizational skills with the ability to complete difficult assignments without supervision.
• Strong time management, team orientation and proficiency with agency management systems.

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 relationships with clients and prospects through regular follow-up and timely quotations.
• Actively prospect round accounts and seek increases in existing coverage and new clients.
• Obtain best coverage and rates, process quotes, and bind insurance; follow up with inspections and documentation.
• Support and prepare clients for renewal and retention, maintaining strong relationships.
• Monitor, review, and report on sales targets and document activity accurately.
• Collaborate with team, mentor staff, and participate in meetings as needed.
• Maintain CE and stay informed about industry information and new products.

Skills

Sales experience

Customer service

Communication skills

Time management

Team collaboration

Presentation skills

Negotiation skills

Industry knowledge

Job description

Job Description

Job Description

Benefits/Perks:

• Competitive Pay and Commissions
• Professional Development
• Job Stability in a growing industry

Job Description

The Personal Lines Producer at Carlos Ramirez Insurance Agency LLC 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. Anticipate, respond to, and follow up on all existing client needs.
• 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. Present policies to insured and educate them on coverages and rates.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.
• 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 one year of personal and lines insurance account management 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.