Personal Lines Producer

Vice President, Client Development – Personal Lines

Job Summary

Seeking a dynamic and results-driven Vice President, Client Development – Personal Lines to join a team. This role is pivotal in driving business growth by acquiring new individual and family clients while managing long-term personal lines relationships. The ideal candidate will possess a deep understanding of personal insurance products, exceptional relationship-building skills, and a proven track record of exceeding sales targets. This position offers an exciting opportunity to contribute to the success of a fast-growing insurance agency by providing expert-level advisory services and tailored insurance solutions.

Compensation Package

• Competitive salary commensurate with experience
• Performance-based incentives and bonuses
• Comprehensive benefits package, including health, dental, and vision insurance
• Professional development opportunities

Responsibilities

• Drive business growth by identifying and qualifying leads, building long-term client relationships, and expanding the personal client base through networking, referrals, and digital marketing initiatives.
• Conduct comprehensive needs assessments to understand clients’ individual and household coverage requirements and recommend customized personal lines coverage solutions.
• Negotiate with personal lines underwriters to secure favorable policy terms, conditions, and pricing across home, auto, umbrella, and ancillary coverages.
• Present personal insurance products to clients, educating them on coverage options, risk considerations, and policy details, and closing deals that align with their needs and financial goals.
• Track and analyze sales performance and client satisfaction using key performance indicators (KPIs) such as new business written, retention rates, and referral generation.
• Maintain ongoing client relationships, address policy inquiries, provide guidance during claims, and conduct periodic coverage reviews to ensure long-term retention.
• Collaborate with the Personal Lines service team, carriers, and claims resources to ensure accurate and timely policy processing in compliance with industry standards.
• Stay informed on personal lines industry trends, regulatory updates, and carrier product offerings to provide expert-level advisory services.
• Take ownership of a personal lines book of business, coordinating efforts with internal teams and external partners to retain clients and develop new business opportunities.

Qualifications/Requirements

Education

• Bachelor’s or Associate’s degree in Business, Communications, Finance, or a related field preferred.
• Property & Casualty License required.

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