Personal Lines Business Development Manager

3 days ago


Clearwater, Florida, United States KATHERINE JONES INSURANCE AGENCY IN Full time
Job Description

Katherine Jones Insurance Agency is seeking an experienced Personal Lines Producer to join our team in [location]. This role offers a competitive salary of $60,000 - $80,000 per year, based on performance and experience.


The ideal candidate will 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. They will possess strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations.


Responsibilities include:

  • Identify and develop new business opportunities with existing and prospective clients through various channels, including in-person meetings, online communication, phone calls, and written correspondence.
  • Maintain and grow profitable relationships with clients by providing exceptional customer service, accurate and timely quotations, and general account support.
  • Anticipate and respond to client needs, identifying opportunities for upselling and cross-selling.
  • Present policies to clients, educating them on coverages and rates, and ensuring they understand their insurance options.
  • Support clients during the renewal process, maintaining strong relationships and minimizing the risk of policy cancellation.
  • Monitor and report key metrics to ensure sales targets are met, documenting sales activity in a timely and professional manner.
  • Collaborate with colleagues, provide mentorship, and participate in ongoing education to stay up-to-date on industry developments, product offerings, and regulatory changes.


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