Personal Lines Sales Producer
4 weeks ago
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Vision insurance
Job Description
The Personal Lines Producer at Sumra Agency Inc - All State Insurance Company is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.
Benefits/Perks:
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
- 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.
- Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelors Degree or comparable work experience.
- Possess a valid drivers 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 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.
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