Team member Agent

Steven Hall Agency; New Palestine (IN); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Professional Development

Job Stability in a growing industry

Job summary

The Steven Hall Agency is seeking a Personal Lines Producer to maintain profitable client relationships and grow the book of business through new client sales. Responsibilities include identifying opportunities, quoting, binding coverage, and educating clients on coverages and rates.

The role emphasizes relationship-building, renewal support, and teamwork with ongoing education to stay current with industry changes. Indiana-based position with competitive pay.

Qualifications

• Hold the insurance license required by your state.
• Minimum two years of personal and commercial lines account management experience.
• Bachelor's Degree or comparable work experience.
• Valid driver's license and reliable transportation.
• Strong knowledge of insurance products, rating and underwriting procedures.
• Proven B2B sales success with negotiation and closing skills.

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 quotations, and general account support.
• Actively prospect round accounts, and solicit increases in existing client coverage as well as network for new clients.
• Obtain best coverage and rate for insured, process quotes, and bind insurance coverage; present policies to insured.
• 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.
• Monitor, review, and report on key metrics to ensure sales targets are achieved.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in meetings.
• Maintain CE and participate in ongoing education and keep informed regarding industry information and technology.

Skills

Insurance product knowledge

B2B sales experience

Relationship management

Negotiation skills

Time management

Written and verbal communication

Agency management systems

Team collaboration

Presentations

Education

Bachelor's Degree or comparable work experience

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.