66mo ago

Personal Lines Producer/Insurance Sales Representative

Wa-Moses Lake-mid

SalesAccount Executive

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Quick Summary

Key Responsibilities

Identify, qualify, and develop personal insurance opportunities with newclients in person, online, by phone, and through written communication.

Requirements Summary

Hold the insurance license required by Washington state. Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages,

Technical Tools

SalesAccount Executive

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: