Manage an assigned personal lines insurance book of business while delivering exceptional client service. Implement administrative processes including policy renewals, new policy set-up, invoicing, and maintaining accurate data in the agency management system.
The agent will conduct needs assessments, quote and sell personal lines insurance policies, and manage client records. They are also responsible for building relationships with real estate and mortgage professionals to secure new business.
The Insurance Sales Producer is responsible for actively prospecting and acquiring new clients through networking and referrals. They act as a trusted risk management consultant, tailoring coverage solutions to meet the unique needs of their clients.
