Personal Lines Insurance Producer (Base + comm.)

A bit about us:

We have been recognized as one of the fastest-growing independent agencies in North America and have climbed into the Top 50 Insurance Journal agencies, showing traction and influence in the market.

Why join us?

We were recently earned Great Place to Work® certification for 2025 based entirely on employee feedback, with high marks for employees feeling welcome and supported.

Job Details

The Personal Lines Producer is responsible for developing and growing a book of business through the sale of personal insurance products including Homeowners, Personal Auto, Renters, Umbrella, Valuable Articles, and other related coverages. This role focuses on new client acquisition, relationship building, and providing consultative insurance solutions while supporting agency retention and profitability objectives.

Essential Duties and Responsibilities

Actively prospect and generate new personal lines clients through referrals, networking, inbound leads, and community involvement

Meet or exceed monthly and annual sales production goals established by the agency

Conduct client consultations to assess individual risk exposures and insurance needs

Present coverage options and provide clear recommendations tailored to each household

Quote new business with multiple carriers and follow up promptly on proposals

Educate clients on policy features, limits, deductibles, and endorsements

Cross-sell additional products such as life and health insurance when licensed

Build long-term client relationships that drive retention and account rounding

Maintain accurate client and prospect data within the agency management system/CRM

Follow agency underwriting guidelines and carrier appetites

Provide exceptional customer service before, during, and after the sale

Participate in agency marketing campaigns and sales initiatives

Assist with policy reviews, renewals, and remarketing as necessary

Sales Process Responsibilities

Gather required client information and documentation

Prepare professional proposals and presentations

Bind coverage and ensure proper delivery of policies

Follow up on outstanding items to complete the onboarding process

Adhere to compliance standards and privacy regulations

Required Qualifications

Active Property & Casualty Producer License (state-specific)

1-3+ years of insurance sales or customer-facing experience

Strong interpersonal and communication skills

Ability to explain insurance concepts in a simple, relatable manner

Self-motivated with a goal-oriented attitude

Proficiency in Microsoft Office and agency management systems

Excellent organizational and time-management abilities

Professional demeanor and ethical sales approach

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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