PERSONAL LINES PRODUCER

Job Details

Level: Experienced
Job Location: PFI Tallahassee Office - Tallahassee, FL 32308
Position Type: Full-Time (30+ hours/week)
Salary Range: $45,000.00 - $50,000.00
Job Shift: Days
Job Category: Insurance
Overview

The Personal Line Producer generates revenue through the sales of Personal Lines Property and Casualty insurance products. This sales‑focused position requires advanced communication skills and a thorough knowledge of insurance products, enabling the individual to pursue and close sales for new and existing Personal lines accounts.
Responsibilities

Prospect new business primarily by phone, mail, referral, or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines.
Follow up on referrals provided by agency team within the designated time frame.
Develop and convey formal proposals of insurance including details of coverages, limits, deductibles, and other pertinent information.
Submit, rate, quote, and place quality new business in accordance with agency and company appetites.
Negotiate coverage and pricing to provide the best value to the client.
Communicate effectively with customers, agency, and company personnel.
Provide complete and accurate risk and underwriting information, including classification and survey data and loss history, to agency and company personnel.
Conduct client and prospect appointments to assess insurance needs, communicate proposals and renewals, provide coverage and pricing options, and explain details.
Introduce Account Manager roles to clients and involve them as a valued member of the agency team.
Support Personal Lines and other sales efforts through a mutual referral network to cross‑sell qualifying business.
Adhere to agency standards for workflows, procedures, and utilization of the agency management system to maintain client documentation and reduce agency exposure to errors and omissions.
Comply with all regulatory requirements regarding licensing, sales, and service of Property & Casualty business.
Complete and maintain required reports and attend all sales and personal lines meetings as required.
Keep informed of industry developments through community involvement and continuing education.
Perform other specific duties and projects as assigned by agency management.
Work with CSR to manage and service current clients, as well as add new customers to the personal lines books.
Knowledge, Skills and Abilities (KSAs)

Solid personal character, including strong work ethic, great attitude, and willingness to assist others.
Proficient computer skills, with excellent multi‑tasking and organizational skills.
Exceptional customer service skills.
Education and Experience

High School Diploma or Equivalent required.
1–3 years sales experience in insurance or an industry‑related field required.
Active 2–20 License required.
Physical Demands

Must be able to work with a computer for a minimum of 7 hours daily, either standing or sitting.
Must be able to read printed materials and computer screen with or without MS or other software accessibility functions.
Must be able to effectively communicate via e‑mail, phone, or in person during the workday.

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