Personal Lines Producer
Combined Agents of America, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Colorado • Iowa • United States
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Salary
💰 $42,000 - $55,000 per year
About the role
- 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
- 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
Requirements
- Hold the insurance license required by your state and have a minimum of two years of personal and commercial lines insurance account management experience
- 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
- 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
- Technology and Computer proficiency including agency management systems
Benefits
- Competitive Pay with Bonus Opportunity
- Health Insurance
- 401k plan
- Professional Development
- Job Stability in a growing industry
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance account managementinsurance products knowledgerating proceduresunderwriting proceduressales successpresentation skillsnegotiation skillsbusiness judgmentdecision-makingtime management
Soft Skills
customer-focusedpeople-orientedprofessionally assertiveorganizational skillswritten communicationverbal communicationteam collaborationmentoringrelationship buildingfollow-up
Certifications
insurance licenseBachelor's Degree