W2 Producer - Personal Lines

at  Insurance Office of America

Title: Personal Lines W2 Producer
Welcome to Insurance Office of America – one of the nation’s largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA’s commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren’t just clichés here – they’re a part of who we are. With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence.
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JOB SUMMARY

The Personal Lines Sales Agent regularly interacts with new and existing clients as needed on the most complex accounts. Responsible for devising creative solutions to meet client needs as to coverage and costs. Regularly exercises discretion and independent judgment on significant accounts including but not limited to: negotiation of product pricing, interviewing clients; collecting and analyzing information regarding the client and assisting in product and pricing determinations; affecting, interpreting, and implementing various company policies with regard to the specific factual circumstances of each client. Assist producers with cross-selling personal lines to commercial agents. Handles all new VIP accounts. Negotiates with underwriters, quotes, participates in outside sales, seminars, and is the Carrier liaison.

• Use experience, discretion, and independent judgment to conceptualize and implement solutions to meet client needs as to coverage and costs
• Collect and analyze client information.
• Regularly interact with clients in a professional and timely manner.
• Assist the Producers for new and existing clients as needed.
• Achieves established sales goals.
• Provides marketing expertise.
• Provides networking opportunities.
• Performs other duties as assigned.