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About the Role
The Personal Lines Producer at Costas & Tate Insurance 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 new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and 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.
- Support and prepare clients for renewal and retention, and maintain strong client relationships.
- 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.
Requirements
- Hold a Property and Casualty insurance license in NY State.
- Have a minimum of two years of personal and/or commercial lines insurance account management experience.
- Possess a valid driver’s license and a source of reliable transportation.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
- Have a proven track record of business-to-business sales success.
- 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 and servicing existing clients.
- 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 possess technology and computer proficiency including agency management systems.
Skills
- Presentation skills
- Persuasion skills
- Negotiation skills
- Sales skills
- Organizational skills
- Decision-making skills
- Written communication skills
- Verbal communication skills
- Time management skills
- Teamwork skills
- Technology proficiency
- Computer proficiency
Experience Level
- Minimum of two years of personal and/or commercial lines insurance account management experience
Education Level
- Bachelor’s Degree or comparable work experience
Benefits
- Bonus based on performance
- Paid time off
- Paid holidays
- Competitive Pay
- Professional Development
- Job Stability in a growing industry