Insurance Personal Lines Producer

3 weeks ago

Riverside, United States Zaki & Associates Full time
Job DescriptionJob DescriptionBenefits:
  • Disability Insurance
  • Bonus based on performance
  • Competitive salary
  • Paid time off
  • Training & development

Benefits/Perks:
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry

Job Description
The Personal Lines Producer at Zaki and Associates Allstate 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.
  • 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.
  • Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information

Qualifications:
  • Hold the insurance license required by California and have a minimum of two years of personal lines insurance 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 an existing client base.
  • 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.
  • Bilingual with the ability to speak, read and write proper Spanish


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