Producer (Personal Lines

Job Description:

Insurance Producer (Personal Lines)

Job Title:

Insurance Producer (Personal Lines)

Location:

Stonebriar Insurance-- Frisco, TX 75034

Reports to:

Agency Leader or Executive Vice President

Department:
Sales

FLSA Status:
Exempt

Sells new accounts and renews existing accounts in keeping with agency and individual goals while building relationships with clients. Identifies and solicits sales prospects from various sources.

• Presents proposals in a professional manner.
• Makes the sale and collects necessary deposits, arranges for binders, certificates, etc. Collects all premium that are due on or before effective date of coverage.
• Negotiate annual new and renewal production goals with Sales Manager.
• Develop prospect through a direct solicitation, referral from present accounts, and target marketing leads and through community affiliations and other contacts.
• Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.
• Identify the strengths and weaknesses of alternative solutions to complex problems, conclusions, or approaches to problems and what options may be most appropriate to meet a prospect’s needs.

• Bachelor’s degree or equivalent combination of education and experience.
• Holds a Property & Casualty or Life & Health insurance license, or ability to obtain after hire date
• 3 Years Prior Professional Experience as a Sales Consultant working with customers with a successful track record of new business and providing an exceptional experience.
• Knowledge of principles and methods for presenting, promoting, and selling products or services.
• Knowledge of general business principles, strategic planning, resource allocation, profit/loss requirements, organizational structures, and operational needs.
• Proficient in MS Office Suite.
• Requires travel to networking, prospect, and client locations.