Personal Lines Producer

Requirements

• Create a market plan with direction and assistance from Agency management
• Identify and locate prospects based upon the market plan
• Determine expiration dates and present scope of insurance coverage
• Qualify a prospect for both eligibility and acceptability
• Create Prospecting Reports
• Provide Clients/Prospects with a complete risk review
• Present proposals ensuring company minimum limits are maintained and follows-up with client/prospect
• Gather all information necessary for complete submissions to Carriers
• Review up-coming expiration list and notifies AM of appropriate renewal directions
• Responsible for Late Audit amounts for his/her accounts
• Assist AM and others with contacting clients as requested
• Responsible for timely completion of the ICR and coverage adequacy of all written accounts
• Comply with carrier binding authority
• Use time effectively towards obtaining production goals
• Manage & maintains individual Washington Insurance License
• Enroll in technical and sales training studies on an "on-going" basis
• Keep abreast of developments in the marketplace, including product line offerings, and changing insurance consumer trends and needs

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Paid Time Off, Holidays, Preferred Partner Discounts and more