Personal Lines Producer
Jobtailor
Responsible for soliciting, evaluating, and obtaining new insurance clients Follow up with customers to ensure appropriate supporting documentation has been obtained Determine niche markets from list of companies to determine best marketing strategy Quote the risk with multiple markets to determine best coverage and price Follow up with underwriter and customer through quoting process Log all activities of the sale in management system Maintain records, reports, and files as applicable Requote renewals when they renew over agency-set amount if requested by management Follow all corporate and agency level compliance Follow individual and corporate Strategic Plan along with management set goals Requirements High school diploma or equivalent required Minimum 5 years previous insurance experience preferred Current Insurance License in required lines Excellent organizational, time management & analytical skills Able to communicate and negotiate effectively High degree of dependability Able to effectively problem solve Ability to handle highly sensitive information, maintaining confidentiality of customers personal information Strong computer skills required such as Excel, Word, Adobe Maintain & foster positive relationships with customers and business partners Strong customer service skills Provide professional communication in both oral & written expression Core Competencies Demonstrates expertise in soliciting and evaluating insurance clients while maintaining compliance with corporate standards. Proficient in customer relationship management and effective communication to foster positive interactions and problem-solving. Highest-signal resume keywords Insurance License Customer Service Skills Organizational Skills Negotiation Skills Analytical Skills ATS Optimization Keywords Hard Skills Insurance Experience Quoting Risk Document Management Record Keeping Compliance Adherence Soft Skills Time Management Dependability Problem Solving Effective Communication Relationship Building Certifications & Qualifications Current Insurance License Industry Keywords Niche Markets Marketing Strategy Underwriting Process Sales Management Strategic Planning Tools & Technologies Excel Word Adobe #J-18808-Ljbffr
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$80k
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- ...firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest... ...robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network,...Temporary workLocal areaFlexible hours
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$80k
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