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Personal Lines Producer Job at The Jonus Group in Leland

Personal Lines Producer Job at The Jonus Group in Leland

MediabistroLeland, NC, United States
30+ days ago
Job type
  • Full-time
Job description

Personal Insurance Producer- Hybrid

Summary :

Established Insurance agency seeking a detailed-oriented person who demonstrates clear knowledge and understanding of Personal lines insurance coverages.

Job Description :

  • Full knowledge of insurance products and usages
  • Ability to advise and consult with clients
  • Manage workflow of assigned book of business and delegate workflow
  • Maintain accounts in accordance with organizational guidelines
  • Service and monitor account activity.
  • Call existing insured to compliment or "round out" personal accounts.
  • Work strategically with sales staff to optimize relationships and protect client's business.
  • Perform special projects as directed by the VP, Personal Lines.
  • Review policies and coverage for accuracy and rating calculations.
  • Process endorsements, placement requests and invoicing.
  • Complete and prepare certificates, proposals, policy summaries and reviews.
  • Develop and maintain excellent relationships with our partners, carriers, and vendors.
  • Responsible for marketing process & quoting new and renewal business

Requirements :

  • 2+ years of experience handling Personal Insurance Accounts
  • Ability to meet / w clients and discuss insurance mitigation strategies
  • Experienced w / TAM or equivalent agency management system
  • Must hold an active state P&C License.
  • Excellent Customer Service and Organizational skills.
  • Strong written and verbal communication skills.
  • High School Diploma : Bachelor's Degree preferred but not required.
  • #LI-RM8

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    Personal Lines Producer • Leland, NC, United States

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