Personal Lines Insurance Producer

Swarts, Manning & Associates
  • San Clemente, CA
    30+ days ago

    Job Description

    Swarts, Manning & Associates, with locations in Utah, Nevada, and California, is seeking applicants for a Personal Lines Insurance Producer in Las Vegas, NV. This opportunity is designed for individuals that have a strong sales background and are ready to start a serious career in insurance sales with an organization eager to help them meet their goals and build a solid financial future.

    About Us: When you join Swarts Manning, you're not just an employee-you're part of our close-knit family. As a family-owned, independent insurance agency, we prioritize excellence and creating a welcoming, positive environment. We value integrity, collaboration, and having fun while we work together to provide exceptional service. Our mission is to surpass our own high standards and be the best risk protection group in our regions. We take immense pride in our commitment to our customers, employees, vendors, and communities. Imagine working in a place where personal growth, a sense of belonging, and a friendly atmosphere are the norm. Come join us at Swarts Manning, you'll feel right at home.

    Job Description: Produce new personal lines business utilizing the Swarts Manning portfolio of insurance companies by performing the following tasks:

    Engage and develop new clientele for personal lines throughout the region.

    Facilitate marketing accounts

    Coordinate all requested information with prospect to ensure information is updated and accurate

    Create and present proposals to prospective clients.

    Upon sale provide proper hand off to the Account Executive and assist in anticipating client needs and helping to respond to client questions and issues in a timely manner

    Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis

    Ensure that all regulatory requirements are met and complies with all internal policies and procedures

    Experience Requirements:

    3+ years of sales experience.

    Holds appropriate P&C license.

    Preferred

    Professional designations e.g. CPCU, CIC, ARM etc.

    Insurance experience

    Competencies:

    Must demonstrate a strong ability to network, develop relationships, and close deals.

    Proven time management skills are necessary. Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required.

    Strong active listening skills with the ability to ask thoughtful and probing questions in order to determine a clients needs. Must be detail oriented with effective follow-up skills.

    Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint); experience using customer or contact relationship management software strongly preferred, knowledge of EPIC is ideal.

    Demonstrated ability to function effectively as a team-oriented self-starter in a high visibility client environment.

    Proven ability to exercise sound judgment and strong problem-solving skills.

    Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.

    Core Competencies:

    Sales

    Adaptability/Flexibility

    Attention to Detail

    Listening Skills

    Organized

    Team Player

    Professional & Ethical

    Microsoft Office

    Problem Solving

    Benefits:

    Fully Paid Health Insurance

    Dental/Vision Insurance

    11 paid holidays

    10 days starting PTO

    401k

    Numbers & Facts

    LocationSan Clemente, CA

    Skills

    • ARM (Advanced RISC Machine)unmatched
    • Business Practicesunmatched
    • Customer Relationship Management (CRM) Systemsunmatched
    • Customer Support/Serviceunmatched
    • Detail Orientedunmatched
    • Develop and Maintain Customersunmatched
    • Establish Prioritiesunmatched
    • Follow Throughunmatched
    • Insuranceunmatched
    • Insurance Salesunmatched
    • Marketingunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Windows Operating Systemunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • Needs Assessmentunmatched
    • Organizational Skillsunmatched
    • PC Softwareunmatched
    • Problem Solving Skillsunmatched
    • Proposal Writingunmatched
    • Regulatory Requirementsunmatched
    • Riskunmatched
    • Salesunmatched
    • Sales Closing Skillsunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Software Administrationunmatched
    • Team Playerunmatched
    • Time Managementunmatched

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