Productor bilingüe de Personal Lines - español

CMR Insurance Agency LLC; Arlington (VA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health insurance

Paid time off

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

CMR Insurance Agency LLC in Arlington, VA is seeking a Personal Lines Producer to maintain profitable relationships with personal lines clients and grow the book of business through new client sales. Bilingual Spanish desirable.

You will identify opportunities, provide quotes, bind coverage, and educate clients on coverages and rates; collaborate with team and mentor staff to reach sales targets and keep knowledge current.

Qualifications

• Hold the insurance license required by your state and have at least two years of personal and commercial lines experience.
• Bachelor’s Degree or comparable work experience is preferred.
• Valid driver's license and reliable transportation.

Responsibilities

• Identify and develop personal insurance opportunities with new and existing clients in person, online, by phone, and via written communication.
• Foster and maintain relationships with clients through follow-up, accurate quotations, and general account support.
• Actively prospect round accounts and increase coverage, networking for new clients.
• Obtain best coverage and rate, process quotes and bind coverage, with follow-up on inspections and documentation.
• Educate insured on coverages and rates; present policies to insured.
• Monitor, report on sales targets and document activity in a timely manner.
• Collaborate with team, mentor staff and stay informed on industry knowledge and CE.

Skills

People skills

Communication

Bilingual Spanish

Education

Bachelor’s Degree or equivalent

State insurance license

Tools

Agency management systems

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Health insurance
• Paid time off

Benefits/Perks:

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

Job Description

The Personal Lines Producer at CMR Insurance Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales. We want a person that wants personal and professional growth as well as financial compensation. Someone that is never satisfied and want knows they will succeed. Bilingual is in Spanish is very desirable.

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.
• 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 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.
• 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.