Insurance Partner Group is hiring: Personal Lines Insurance Producer in Plano

Personal Lines Insurance Producer

About LeClair Insurance Agency

We are a Farmers-affiliated agency with access to multiple insurance carriers, allowing us to offer clients a broad range of solutions. We provide a collaborative, supportive environment where sales professionals can grow, contribute, and build long-term client relationships.

Position Summary

We are seeking a Property & Casualty Insurance Sales Producer to generate new business, engage prospective clients, and deliver tailored insurance recommendations. This role focuses on Personal Lines with opportunities to cross-sell Life and Commercial products.

This is an ideal opportunity for a licensed, motivated insurance professional who enjoys outbound prospecting, client interaction, and building a strong sales pipeline.

Key Responsibilities

Prospecting & Lead Generation

• Conduct daily outbound prospecting, including calls from verified lead lists
• Participate in community and networking events to represent the agency
• Engage prospects professionally on LinkedIn and other platforms
• Develop referral relationships and request referrals from existing clients
• Maintain accurate CRM records, ensuring timely follow-up on all opportunities
• Identify cross-sell opportunities in Personal Lines, Life, and Commercial

Proposal Development & Presentations

• Prepare customized proposals outlining coverage options and premiums
• Present policy recommendations following agency standards
• Submit complete underwriting documentation
• Respond promptly to underwriting or client questions
• Document all coverage discussions accurately

Client Relationship Management

• Build rapport throughout the policy lifecycle
• Conduct routine check-ins with clients
• Address escalated concerns professionally
• Engage current clients for additional needs and referrals

General Responsibilities

• Stay informed on insurance products, industry trends, and regulatory updates
• Attend scheduled team meetings
• Complete administrative tasks, documentation, and submission processes as required
• Maintain positive working relationships with underwriters and colleagues

Qualifications

Required

• Active Texas Property & Casualty License
• Two or more years of Personal Lines insurance sales experience
• Experience using CRM systems and Microsoft Office
• Strong communication and relationship-building skills

Preferred

• General Lines Life, Accident, and Health License
• Life or Commercial Lines sales experience
• Bachelor’s degree

What We Offer

• Competitive base salary with performance-based bonuses
• Training and professional development opportunities
• Supportive, team-oriented work environment
• Access to agency tools and equipment (laptop, headset, etc.)