Howard Hanna Allen Tate Real Estate
Personal Lines Producer
Howard Hanna Allen Tate Real Estate, Raleigh, North Carolina, United States, 27601
Personal Lines Producer
Howard Hanna Allen Tate Real Estate is hiring a Personal Lines Producer. The role focuses on maintaining and maximizing profitable relationships with personal lines clients and 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.
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 continuing 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 your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
Possess a valid driver’s license and a source of reliable transportation.
Demonstrate strong knowledge of insurance products and usage, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
Have a proven track record of business‑to‑business sales success, with strong presentation, persuasion, negotiation skills and 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 the 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 be proficient with technology and computer systems, including agency management systems.
Benefits / Perks
Competitive pay
Professional development
Job stability in a growing industry
Flexible work‑from‑home options available.
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
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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.
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 continuing 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 your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
Possess a valid driver’s license and a source of reliable transportation.
Demonstrate strong knowledge of insurance products and usage, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
Have a proven track record of business‑to‑business sales success, with strong presentation, persuasion, negotiation skills and 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 the 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 be proficient with technology and computer systems, including agency management systems.
Benefits / Perks
Competitive pay
Professional development
Job stability in a growing industry
Flexible work‑from‑home options available.
This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.
#J-18808-Ljbffr