Personal Lines Sales Agent

Redbud Insurance Services, LLC; Buchanan Township (MI); On-site; USD 28,000 - 39,000; Full time

Job summary

Redbud Insurance Services, LLC is seeking a Personal Lines Producing Agent in Michigan. The role focuses on generating and managing new business prospects for the Personal Lines Department, executing a start-to-finish sales process to secure new clients for the agency.

Strong communication and sales skills are essential for success. Candidates must have a high school diploma or equivalent, a valid Property & Casualty license, and at least 2 years of insurance sales experience.

Qualifications

• High school diploma or equivalent required.
• Minimum 2 years of insurance sales experience.
• Active State Property & Casualty license.
• Knowledge of insurance products and practices.
• Proficient with basic computer systems.
• Able to pass background screening.
• Reliable transportation to work.

Responsibilities

• Build long-term client relationships to retain customers.
• Provide competitive personal lines quotes (Auto, Home, Umbrella, Farm).
• File claims for clients and liaise with carriers.
• Monitor renewals and present rate increases as needed.
• Stay informed on market trends and risks.
• Pursue referrals and develop a pipeline of new business.
• Work a start-to-finish sales process for new business.

Skills

Communication skills

Interpersonal skills

Detail oriented

Organization skills

Self-driven

Goal oriented

Teamwork

Problem solving

Record keeping

Positive attitude

Education

High school diploma or equivalent

Job description

Salary Range: Hourly - $20 - $28 per hour + commission

Personal Lines Producing Agents are vital to Agency growth and development. A Producing Agents’ primary focus at Redbud Insurance Services is generating and working with new business prospects for Personal Lines Department. These Agents hold the skillset to independently and professionally execute a start to finish sales process successfully to secure new clients to the Agency book of business.

Qualifications:

• High school diploma or equivalent required.


• 2 years’ minimum experience in insurance sales or equivalent experience required.


• Hold an active State Property & Casualty Insurance License.


• Knowledge of insurance products and industry practices.


• Proficient in basic computer use, systems and software.


• Pass background screening.


• Reliable transportation to and from work.

Skills:

• Strong communication and interpersonal skills.


• Attention to detail and organization skills.


• Ability to work independently and as part of a team.


• Problem-solving and conflict-resolution skills.


• Ability to maintain accurate records and documentation.


• Consistently maintain a cheerful and positive attitude.


• Self-driven and motivated to succeed.


• Ability to meet or exceed monthly goals.


• Ability to execute a start-to-finish sales process successfully, unassisted.

Roles and Responsibilities:

• Ensure customer retention by building strong, long-term client relationships by providing prompt, professional and empathetic service at all times.


• Provide competitive personal lines quotes to both current and potential clients. This includes but not limited to: Auto, Home, Umbrella and Farm.


• File claims on behalf of current clients. Work as liaison between client and Carrier when needed to ensure proper claims handling and customer satisfaction.


• Monitor annual customer renewals. Watch for rates increases and re-quote and present to client on as needed basis determined size of increase.


• Learn and develop strong understanding Carrier products.


• Process personal lines endorsements, as needed.


• Process personal lines payments, as needed.


• Take the initiative to stay informed on current market trends, industry changes and emerging risks.


• Participate in seminars and classes for continuous learning and skills development.


• Maintain Michigan Insurance license by completing required State requirements and continuing education.


• Understands all applicable laws and regulations that apply to the position and complies with requirements.


• Work with new business clients through a start-to-finish sales process.


• Meet or exceed new business goals on a monthly and annual basis.


• Ask for referrals and/or build a consistent pipeline of new business prospects.


• Structure daily responsibilities that primary focus is sales, while professionally maintaining duties and responsibilities associated with customer service within assigned alphabet.