Personal Lines Producer

Trucordia

Personal Lines Producer

Santa Ana, CA +1 location
Full Time
Paid
  • Responsibilities

    Job Description

    We are seeking a highly motivated and results-driven Personal Lines Producer to join our dynamic team at Trucordia. The Personal Lines Producer will be responsible for developing new business opportunities, managing existing client relationships, and providing risk management solutions tailored to businesses of all sizes. The ideal candidate will possess strong sales acumen, an in-depth understanding of personal lines insurance products, and a passion for helping businesses protect their assets and operations through comprehensive insurance coverage.

    Duties and Responsibilities:

    • While we have processes in place to help generate new business opportunities, building a strong pipeline of potential clients through proactive prospecting, networking, and marketing efforts is also required.
    • Present customized insurance solutions to meet clients' specific needs including but not limited to homeowners, auto, umbrella, earthquake, and personal articles floaters.
    • Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their personal and family insurance needs
    • Create and present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing.
    • Review current policy renewals to look for potential cross-sell opportunities and potential gaps in coverage.
    • Communicate with clients regarding increased renewal premiums while looking for potential savings during coverage reviews and remarket to different carriers as necessary.
    • Leverage industry knowledge to keep clients informed on market trends, emerging risks, and changes in regulations that may affect their insurance needs.
    • Stay current with industry trends, regulations, and changes in personal lines insurance products.
    • Prepare and submit regular progress reports on sales performance and account activities.
    • Knowledge and experience with Mercury Insurance Company a must
  • Qualifications

    Qualifications

    • Valid Property and Casualty License
    • 5 years of experience in personal lines sales
    • Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow.
    • Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively.
    • Must have a strong understanding of homeowners and personal auto coverage.
    • Knowledge and experience with Mercury Insurance is a must.

    Preferred qualifications include:

    • Must possess a developing knowledge of personal insurance markets to place new business and understand the supplemental insurance marketplace.
    • Strong sales acumen and experience with AMS 360

    Additional Information

    Please see our company Benefits:

    • Medical, Dental, Vision
    • Life and AD&D insurance
    • FSA / HSA
    • Commuter & Child Care FSA
    • Cancer Support Benefits
    • Pet Insurance
    • Accident & Critical Illness
    • Hospital Indemnity
    • Employee Assistance Program (EAP)
    • 11 Paid Holidays
    • Flexible PTO
    • 401K

    ** Compensation:** $28.00-$32.00 an hour plus commission ** (** commensurate on experience)

    Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

  • Locations
    Santa Ana, CA • Rancho Cucamonga, CA