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