What are the responsibilities and job description for the Insurance Sales Specialist for Personal Lines position at NAPAA?
Job Overview
NAPAA is an independent insurance broker specializing in Employee Benefits, Commercial, and Personal Insurance solutions.
Job Description
The Personal Lines Producer is responsible for maintaining and maximizing profitable relationships with personal lines clients and growing the book of business through new client sales.
Key Responsibilities:
- Identify, qualify, and develop personal insurance opportunities with new and existing clients through in-person, online, phone, and written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate quotations, and general account support.
- Actively prospect, round accounts, and solicit increases in existing client coverage as well as network for new clients.
- Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up with inspection, photos, and documentation.
- Present policies to insured and educate them on coverages and rates.
- 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.
- Collaborate with team members, mentor staff, provide expertise, and participate in meetings as needed.
- Maintain CE and participate in ongoing education to continuously improve knowledge and performance.
Qualifications:
- Hold the required insurance license and have a minimum of one year personal and commercial lines insurance account management experience or comparable work experience.
- Demonstrate strong knowledge of insurance products and usage, rating procedures, underwriting procedures, coverages, and industry operations.
- Have a proven track record of business-to-business sales success and possess strong presentation, persuasion, and negotiation skills.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills, sound business judgment, strong decision-making, and superior written and verbal communication skills.
- Have excellent time management skills and thrive in a team environment.
About NAPAA
- We specialize in Employee Benefits, Commercial, and Personal Insurance solutions along with wealth management capabilities.
- NAPAA is a start-up insurance alliance with plans to grow nationally.
- Agency management and ownership opportunities are available.
