Personal Lines Producer/Insurance Sales Representative

NAPAA

$48K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Hold the required insurance license for Washington state.
  • Demonstrate strong knowledge of insurance products, rating, and underwriting procedures.
  • Possess strong presentation, persuasion, and negotiation skills.
  • Be people-oriented and assertive in developing client relationships.
  • Show outstanding organizational abilities and sound business judgment.
  • Exhibit excellent time management and thrive in a team environment.

Responsibilities

  • Identify and develop personal insurance opportunities with new clients.
  • Maintain relationships with clients through follow-ups and timely quotations.
  • Prospect for new clients and solicit increases in existing coverage.
  • Process quotes, bind coverage, and educate clients on their policies.
  • Support clients for renewals and maintain strong relationships.
  • Monitor sales metrics and document sales activity accurately.
  • Collaborate and mentor team members while participating in meetings.

Benefits

  • Bonus based on performance
  • Company parties
  • Opportunity for advancement
  • Paid time off
  • Training & development
Full Job Description
Benefits:
  • Bonus based on performance
  • Company parties
  • Opportunity for advancement
  • Paid time off
  • Training & development


Job Description

The Personal Lines Producer at Steve Crapson insurance Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.

Responsibilities:
  • Identify, qualify, and develop personal insurance opportunities with newclients in person, online, by phone, and through written communication.
  • Foster and maintain excellent relationships with 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.
  • Foster and maintain excellent relationships with customers and prospects through regular follow up, timely quotations, and general account support.
  • Support and prepare clients for renewal and retention, and maintain strong client relationships.
  • Anticipate, respond to, and follow up on all existing client needs.
  • 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 to continuously improve knowledge and performance.

Qualifications:
  • Hold the insurance license required by Washington state.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business.
  • 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.
  • 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 and Technology and Computer proficiency including agency management systems.

Benefits/Perks:
  • Competitive Pay
  • Professional Development
  • Job Stability in a growing industry


Compensation: $48,000.00 - $125,000.00 per year

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of the agency. All inquiries about employment at this agency should be made directly to the agency location, and not to NAPAA.

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