What are the responsibilities and job description for the Insurance Producer - Personal Lines position at Wagner Insurance?

Job Description

The New Year is here and Wagner Insurance is growing! We are seeking a motivated personal insurance sales professional. Our perfect candidates are ambitious and dedicated Personal Insurance Sales Producers for our dynamic team. This role requires a passion for successfully building client relationships and thriving in a fast-paced environment. If you want to leverage your skills and experience in a supportive and growth-oriented company, we would love to meet you! Why Wagner Insurance?

At Wagner Insurance, we pride ourselves on our commitment to excellence, customer satisfaction, and a supportive work environment. As a key team member, you will be critical to our success and growth. We offer a collaborative team atmosphere where your contributions are valued, and your professional development is encouraged. For more information on Wagner Insurance, check out our website : www.wagner-ins.com.

Position Summary : The Personal Insurance Agency Producer plays a critical role in the organization by connecting with clients, providing empathetic and effective communication, and ensuring the best insurance solutions to meet their needs. This role is essential for driving the company's success through sales and customer retention and reflects the organization’s core values using effective prospecting techniques with an emphasis on quality.

Essential Functions :

Prospecting

Generate leads and establish centers of influence via cold calling and networking to generate new business
Contribute to individual goals and agency success through promoting referral business from associates and new and existing clients, as well as cross-selling and new initiatives
Engage with prospects through LinkedIn and become a trusted advisor by providing tailored insurance solutions
Complete applications, supplemental questionnaires, risk surveys, and other related documentation accurately
Address phone, email, or site visit questions and concerns promptly
Track , monitor, and report on weekly / monthly prospecting activity and sales results to the supervisor

Proposal Process and Presentations

Follow agency standard procedures and industry best practices to effectively develop and manage client relationships and to process and prepare customer correspondence and proposals

Provide complete and comprehensive submissions to underwriters and respond promptly to requests for additional information

Accurately document coverage discussions, quotes, declinations, coverage changes, and new business paperwork

Manage prospect expectations and promote positive experiences throughout the proposal process

Demonstrate the ability to close sales

Customer Retention

Manage the client relationship in CRM and provide timely follow-up via phone, email, or client visit to address client questions and concerns

Build rapport and positive relationships with clients throughout the policy term

Demonstrates ability to handle escalated client issues and manage client expectations

Conduct regular check-ins

General Duties

Maintain knowledge of procedures, coverage, and the industry to manage, maintain, and develop client relationships effectively

Attend daily, weekly, and monthly staff meetings

Submit coversheet with checklist and signed documentation promptly to the Operations Assistant

Assist in the development of marketing programs

Complete other duties as assigned

Education and Training :

Bachelor’s Degree (preferred)

Texas Property and Casualty License (required)

Experience :

2 years of Personal Lines Insurance Sales experience

What We Offer :

Competitive salary

Medical, Dental, Vision, and 401k

Professional growth and development opportunities

A supportive and collaborative work environment

Access to company assets, including credit cards, cell phones, building keys, and laptop computers

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Insurance Producer - Personal Lines

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