Personal Lines Producer

GreatFlorida Insurance Of Winter Park; Winter Park (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonus based on performance

Paid time off

Training & development

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

An insurance provider in Winter Park, Florida is seeking a Personal Lines Producer to manage client relationships and drive new sales. The ideal candidate should have at least two years of insurance experience, a relevant license, and strong customer service skills. You will identify opportunities, handle quotes, and ensure excellent client support in a growing industry.

Qualifications

• Minimum of two years of personal and commercial lines insurance account management experience.
• Hold the insurance license required by your state.
• Valid driver’s license and reliable transportation.
• Knowledge of insurance products and procedures.
• Knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations.
• Proven B2B sales experience with strong presentation, persuasion, and negotiation skills.
• People-oriented, customer-focused, and professional in developing client relationships.
• Excellent time management, teamwork, and strong communication skills.

Responsibilities

• Identify, qualify, and develop personal insurance opportunities.
• Maintain strong relationships with clients through follow-up and support.
• Prospect for new accounts and solicit increases in client coverage.
• Process quotes and bind insurance coverage.
• Collaborate with team members and mentor staff.
• Support renewal and retention; maintain strong client relationships.
• Monitor sales metrics and document activity accurately.
• Collaborate with team, mentor staff, and participate in meetings.
• Maintain continuing education and stay updated on industry changes.

Skills

Strong presentation skills

Persuasion

Negotiation skills

Organizational skills

Customer focus

Relationship building

Time management

Education

Bachelor’s Degree or comparable work experience

Job description

Benefits

• Bonus based on performance
• Paid time off
• Training & development
• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Job Description

The Personal Lines Producer at GreatFlorida Insurance Of Winter Park 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.

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.