Job Description

The Personal Lines Sales Producer manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, resulting in a rate of account retention that meets or exceeds expectations.

ABOUT THE COMPANY:

• High energy and fun office environment with constant additional incentives such as sales games and prizes!
• No micro-managing
• ALL leads are provided and are incoming calls
• The highest commission structure in the industry!

RESPONSIBILITIES

• Makes decisions on books of insurance business for which the incumbent is responsible.

• Works closely with Producers and other agency personnel on all aspects of client service, marketing, and renewal while adhering to agency best practices and standard procedures.

• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.

• Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability.

• Makes appropriate recommendations to clients in response to those changes independent of manager approval.

• May also negotiate with underwriters and carriers.

• Troubleshoots claims and billing issues.

• Responsible for overall retention of accounts in assigned book of business.

• Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals.

• Identifies and follows-up on cross-selling opportunities when appropriate.

• Manages, organizes, and conducts client meetings when necessary.

• Appropriately documents conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary.

• Ensures the accuracy of data in those systems.

REQUIREMENTS:

• Excellent oral and written English communications skills.

• California Personal Lines Producer license OR Commercial Lines Producer license

• Superior customer service and problem solving skills.

• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems.

• Ability to work in a team environment.

• ITC Turbo rater / Hawksoft client management experience a plus

Company Description

Clear Source is a recruitment firm based in Tampa, FL with partners across the US. Our team places candidates into careers where they can grow and develop professionally with stable companies and reach their true potential! Apply now to speak with one of our dynamic recruiters.