Producer (Personal Lines)

ALKEME Insurance; Frisco (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

ALKEME Insurance in Frisco, TX 75034 is seeking an Insurance Producer (Personal Lines) to sell new accounts and renewals, building lasting client relationships. The role requires identifying sales prospects from various sources and aligning offerings with customer needs and regulatory requirements.

Reports to the Agency Leader or Executive Vice President within the Sales department. Travel to networking, prospecting, and client locations is required.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Property & Casualty or Life & Health insurance license, or ability to obtain after hire date.
• 3 years of professional experience as a sales consultant with a track record of new business.
• Knowledge of presenting, promoting, and selling products or services.
• Proficient in MS Office Suite.

Responsibilities

• Presents proposals in a professional manner.
• Makes the sale and collects deposits, arranges binders, certificates, etc., and collects all premiums due on or before effective date.
• Negotiate annual production goals with Sales Manager.
• Develop prospects through direct solicitation, referrals, and community affiliations.
• Select or assist customers in choosing products based on needs and regulations.
• Identify strengths/weaknesses of alternatives to meet prospect’s needs.

Skills

Sales principles

Business knowledge

MS Office

Education

Bachelor’s degree or equivalent

Tools

MS Office Suite

Job description

Job Description: Insurance Producer (Personal Lines)

Job Title: Insurance Producer (Personal Lines)

Location: Stonebriar Insurance-- Frisco, TX 75034

Reports to: Agency Leader or Executive Vice President

Department: Sales

FLSA Status: Exempt

Job Purpose:

Sells new accounts and renews existing accounts in keeping with agency and individual goals while building relationships with clients. Identifies and solicits sales prospects from various sources.

Position Function:

• Presents proposals in a professional manner.
• Makes the sale and collects necessary deposits, arranges for binders, certificates, etc. Collects all premium that are due on or before effective date of coverage.
• Negotiate annual new and renewal production goals with Sales Manager.
• Develop prospect through a direct solicitation, referral from present accounts, and target marketing leads and through community affiliations and other contacts.
• Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
• Identify the strengths and weaknesses of alternative solutions to complex problems, conclusions, or approaches to problems and what options may be most appropriate to meet a prospect’s needs.

Job Requirements:

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience.
• Holds a Property & Casualty or Life & Health insurance license, or ability to obtain after hire date
• 3 Years Prior Professional Experience as a Sales Consultant working with customers with a successful track record of new business and providing an exceptional experience.
• Knowledge of principles and methods for presenting, promoting, and selling products or services.
• Knowledge of general business principles, strategic planning, resource allocation, profit/loss requirements, organizational structures, and operational needs.
• Proficient in MS Office Suite.
• Requires travel to networking, prospect, and client locations.