Personal Lines Producer

Job Details

Level: Experienced

Job Location:

PFI Tallahassee Office - Tallahassee, FL 32308

Position Type:
Full-Time (30+ hours/week)

Salary Range: $45,000.00 - $50,000.00

Job Shift: Days

Job Category:
Insurance

The Person al Line Producer generates revenue through the sales of Personal Lines Property and Casualty insurance products. This sales‑focused position requires advanced communication skills and a thorough knowledge of insurance products, enabling the individual to pursue and close sales for new and existing Personal lines accounts.

• Prospect new business primarily by phone, mail, referral, or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines.
• Follow up on referrals provided by agency team within the designated time frame.
• Develop and convey formal proposals of insurance including details of coverages, limits, deductibles, and other pertinent information.
• Submit, rate, quote, and place quality new business in accordance with agency and company appetites.
• Negotiate coverage and pricing to provide the best value to the client.
• Communicate effectively with customers, agency, and company personnel.
• Provide complete and accurate risk and underwriting information, including classification and survey data and loss history, to agency and company personnel.
• Conduct client and prospect appointments to assess insurance needs, communicate proposals and renewals, provide coverage and pricing options, and explain details.
• Introduce Account Manager roles to clients and involve them as a valued member of the agency team.
• Support Personal Lines and other sales efforts through a mutual referral network to cross‑sell qualifying business.
• Adhere to agency standards for workflows, procedures, and utilization of the agency management system to maintain client documentation and reduce agency exposure to errors and omissions.
• Comply with all regulatory requirements regarding licensing, sales, and service of Property & Casualty business.
• Complete and maintain required reports and attend all sales and personal lines meetings as required.
• Keep informed of industry developments through community involvement and continuing education.
• Perform other specific duties and projects as assigned by agency management.
• Work with CSR to manage and service current clients, as well as add new customers to the personal lines books.

• Solid personal character, including strong work ethic, great attitude, and willingness to assist others.
• Proficient computer skills, with excellent multi‑tasking and organizational skills.
• Exceptional customer service skills.

• High School Diploma or Equivalent required.
• 1–3 years sales experience in insurance or an industry‑related field required.
• Active 2–20 License required.

• Must be able to work with a computer for a minimum of 7 hours daily, either standing or sitting.
• Must be able to read printed materials and computer screen with or without MS or other software accessibility functions.
• Must be able to effectively communicate via e‑mail, phone, or in person during the workday.