Job DescriptionWe're looking for a dynamic and innovative Personal Lines Producer to join our team in Ventura/LA, California, United States. In this role, you'll take ownership of projects from conception through completion, driving results while collaborating with cross-functional teams to deliver exceptional outcomes. As a Producer, you'll combine strategic thinking with hands-on execution, managing timelines, budgets, and stakeholder relationships to ensure every project exceeds expectations. This is an opportunity to make a meaningful impact in a fast-paced, supportive environment where your vision and organizational skills will directly influence our success.
- Develop and execute comprehensive project plans, establishing clear timelines, milestones, and deliverables while maintaining flexibility to adapt to changing priorities
- Manage project budgets and resources efficiently, analyzing costs and optimizing allocation to maximize return on investment
- Coordinate and collaborate with internal teams and external partners, fostering transparent communication and ensuring alignment on project goals and expectations
- Analyze project performance metrics and data to identify opportunities for improvement, implementing best practices and innovative solutions
- Serve as the primary point of contact for stakeholders, providing regular updates, managing expectations, and addressing concerns with empathy and professionalism
- Oversee quality assurance processes, conducting detailed reviews to ensure all deliverables meet established standards and organizational requirements
- Lead team meetings and brainstorming sessions, motivating colleagues and fostering an inclusive, collaborative environment where creative ideas thrive
- Manage multiple projects simultaneously, demonstrating strong time management and multitasking capabilities while maintaining meticulous attention to detail
- Document project processes, outcomes, and lessons learned, contributing to organizational knowledge and continuous improvement initiatives
QualificationsDuties and Responsibilities- Meets established sales quotas on monthly, quarterly, and annual basis.
- Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
- Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
- Continually manages a book of business to support high renewal rates.
- Collaborates with Client Service to analyze renewal business and place new business accounts.
- Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platforms
Qualifications- State-issued Property and Casualty Insurance License.
- 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
- 2-5 years in an insurance sales role
- Proficiency with professional programs such as Microsoft Suite and Salesforce.
- Demonstrated skills in analytics and internal/external communication.
Additional InformationPlease see our company Benefits:- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
The draw/salary range for this position is $50,000-$250,000+, depending on factors such as geographic location, years of insurance sales experience, existing or portable book of business, and demonstrated ability to grow book revenue.
This role includes commission-based earnings tied to production results.
