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Personal Lines Producer

United States, Melbourne · Job Posted February 20, 2026
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Job Description

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
  • 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
  • This position requires routine travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.

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.

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