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The Personal Lines Producer is responsible for managing and growing an existing book of business by developing customer relationships, pursuing new opportunities, and creating a business plan for growth. The Personal Lines Producer will work closely with clients, coordinating internal resources, preparing proposals, and staying current on industry trends, all while ensuring high levels of customer service and motivating team members to meet agency goals.
Job Responsibility:
Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth
Spend approximately 50-60% of the time outside with the customers and new business opportunities
Provide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives
Follow up to address customer needs and resolve their problems/issues
Ensure the proper resources from within the organization are involved with the customer and introduce new products through the other core business groups where appropriate
Develop and oversee customer service plans for each client and understand the needs of the customer
Document sales, prospecting information into the sales management database
Prepare customer renewal and new business strategy including proposals and presentations and ensure they agree with customer's requests/requirements
Present proposal to customer ensuring appropriate team members and resources is represented/attend
Remain up to date with current market conditions and the status of the competition
Requirements:
Valid Producer license in good standing
Bilingual in English/Spanish (required)
Proficient with MS Office Suite
Ability to independently visit clients, prospects, and make related calls to others approximately 75% of the time
Ability to travel for industry and carrier events approximately 10% of the time
Exceptional communication skills
Strong sales skills
Ability to maintain a high-level of confidentiality
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter
Maintenance of minimum acceptable insurance coverages
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more