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Personal Lines Producer

🔥 5 minutes ago

🏄 California – Remote

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đź’µ $25 - $30 / hour

⏰ Full Time

🟡 Mid-level

đźź  Senior

🍿 Producer

đź‘» Ghost score 8%

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Logo of Trucordia

Trucordia

1001 - 5000 employees

Founded 1987

đź’Ľ Consulting

⚖️ Legal

📦 Logistics

Consulting • Legal • Logistics

Trucordia is a national insurance brokerage that delivers tailored risk management and insurance solutions for both individuals and businesses. With a focus on customized coverage, they provide services in commercial and personal insurance, as well as benefits solutions. Their aim is to help clients manage risks effectively, allowing them to concentrate on what matters most.

đź“‹ Description

• Develop new business opportunities through proactive prospecting, networking, and marketing efforts • Build and maintain a strong pipeline of potential clients • Present customized insurance solutions, including homeowners, auto, umbrella, earthquake, and personal articles floaters • Establish and maintain long-term relationships with new and existing clients • Act as a trusted advisor for clients' personal and family insurance needs • Create and present insurance proposals and quotations • Explain policy terms, conditions, and pricing • Review policy renewals for cross-sell opportunities and coverage gaps • Communicate with clients about increased renewal premiums • Identify potential savings during coverage reviews • Remarket to different carriers as necessary • Keep clients informed about market trends, emerging risks, and regulatory changes • Prepare and submit regular progress reports on sales performance and account activities

🎯 Requirements

• Valid Property and Casualty License • 3 years of experience in personal lines sales • Ability to work well under pressure in a team environment • Ability to effectively prioritize risks and manage concurrent workflow • Excellent interpersonal skills, including listening, verbal and written communication skills • Strong understanding of homeowners and personal auto coverage • Developing knowledge of personal insurance markets to place new business and understand the supplemental insurance marketplace • Strong sales acumen • Experience with AMS 360

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life and AD&D insurance • FSA / HSA • Commuter & Child Care FSA • Cancer Support Benefits • Pet Insurance • Accident & Critical Illness • Hospital Indemnity • Employee Assistance Program (EAP) • 11 Paid Holidays • Flexible PTO • 401K • Commission

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