Producer (Personal Lines)

Frank Balbo Trucking; Frisco (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Stonebriar Insurance in Frisco, TX is seeking an Insurance Producer (Personal Lines) to grow our client base and service existing accounts. You will present proposals, place policies, and ensure premium collection by the effective date.

The role requires a bachelor’s degree, an insurance license (P&C or Life & Health) or the ability to obtain after hire, and at least three years as a sales consultant with a proven track record. Travel to client locations is required.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 3 years of sales/consultative experience with a track record of new business.
• Strong knowledge of presenting, promoting and selling products or services.

Responsibilities

• Present proposals professionally and close sales.
• Collect deposits and arrange binders and certificates; ensure premiums are collected by coverage effective date.
• Develop prospects via referrals, community contacts and marketing leads.
• Assist clients in product selection based on needs and regulations.

Skills

Sales experience

Customer relations

Negotiation

MS Office

Education

Bachelor's degree

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.