Job Description The Personal Lines Producer at Hancox Insurance Agency, Inc. is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.
Responsibilities:
Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
Actively prospect accounts and solicit increases in existing client coverage as well as network for new clients, including win backs.
Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
Support and prepare clients for renewal and retention, and maintain strong client relationships.
Anticipate, respond to, and follow up on all existing client needs.
Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
Qualifications:
Must obtain California Property and Casualty and Life and Health licenses within 60 days of hire date. Insurance experience is not required, but experience in general sales is preferred.
Possess a valid driver’s license and a source of reliable transportation.
Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.
Numbers & Facts
Location
Thousand Oaks, CA
Job Type
Full-time
Skills
Communication Skillsunmatched
Computer Skillsunmatched
Continuous Improvementunmatched
Customer Relationsunmatched
Customer Retention/Renewalunmatched
Customer Support/Serviceunmatched
Develop and Maintain Customersunmatched
Documentationunmatched
Driver's Licenseunmatched
Follow Throughunmatched
Insuranceunmatched
Meet Sales Quotaunmatched
Mentoringunmatched
Metricsunmatched
Organizational Skillsunmatched
Performance Managementunmatched
Presentation/Verbal Skillsunmatched
Salesunmatched
Sales Managementunmatched
Time Managementunmatched
Training/Teachingunmatched
Underwritingunmatched
Writing Skillsunmatched
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