Team member - Agent

Steven Hall Agency; New Palestine (IN); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Competitive pay

Professional Development

Job Stability in a growing industry

Job summary

Steven Hall Agency in New Palestine, IN is seeking a Personal Lines Producer to maintain and grow profitable relationships with personal lines clients and expand the book through new client sales. You will quote, bind coverage, educate clients on coverages and rates, and support renewal and retention efforts.

Ideal candidates hold an insurance license per state requirements, have at least two years of personal/commercial lines account management, and possess strong sales, presentation,

Qualifications

• Must hold the state insurance license required by Indiana.
• Minimum two years of personal and commercial lines account management experience.
• Strong sales, presentation, persuasion, and negotiation skills.
• Proven ability to close sales and develop new client relationships.

Responsibilities

• Identify, qualify, and develop personal insurance opportunities with new and existing clients.
• Foster and maintain relationships with clients through regular follow-up and timely quotations.
• Solicit increases in coverage and network for new clients and win backs.
• Obtain best coverage and rate; present policies and educate on coverages and costs.
• Support renewal/retention efforts and maintain client relationships.
• Maintain sales activity records and report on key metrics; participate in meetings.

Skills

Insurance sales

Client relationships

Communication

Prospecting

Team collaboration

Education

Bachelor’s Degree or comparable work experience

Tools

Agency management systems

Job description

Benefits

• Competitive salary
• Flexible schedule

Benefits/Perks

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

Job Description

The Personal Lines Producer at Steven Hall Agency 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.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• 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.
• 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.