General Job Summary
The Personal Lines Producer is responsible for soliciting, evaluating, and obtaining new insurance clients along with rounding and retaining current customers. Follow up with customers to ensure appropriate supporting documentation has been obtained and that customer receives the correct coverage contracted for.
Summary of Essential Job Functions
- Determine niche markets from list of companies to determine best marketing strategy and solicit new prospective customers.
- Determine customer needs & all other required information to make an informed decision.
- 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 too.
- Follow all corporate and agency level compliance.
- Follow individual and corporate Strategic Plan along with management set goals for calendar year.
Other Job Functions
- Train other employees as needed on new products, companies, or approved changes
- Maintain required disclosure postings and licensing (continuing education, etc.
- Attend all required meetings/trainings.
- Answer telephones as needed.
- All other duties as assigned by management.
