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Gary Pena Insurance & Financial

3 jobs near Columbus, OH

Personal Lines Producer

Gary Pena Insurance & Financial Inc

Rockville, MD • On-site

$30K - $38K/yr

Full-time

PTO

Re-posted 17 days ago

Job description

Benefits:
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Free food & snacks
  • Free uniforms
  • Paid time off
  • Signing bonus
  • Training & development

Benefits/Perks:
  • Competitive Pay 
  • Professional Development
  • Job Stability in a growing industry

Job Description
The Personal Lines Producer at Gary Pena Insurance & Financial 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 round 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:
  • Hold the insurance license required by your state and have a minimum of two years of personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
  • 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.
  • Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
  • 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.