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Brown & Brown · 2 days ago

Personal Lines Producer

Seattle, WA

Full-time

Onsite

Entry, Mid Level

$81K/yr - $85K/yr

2+ years exp

Brown & Brown is seeking a Personal Lines Producer to join their growing team in Seattle, WA. The Personal Lines Producer will drive personal lines account sales through prospecting, relationship building, and delivering tailored insurance solutions, while also managing renewals and maintaining compliance with carrier guidelines.

Insurance

Responsibilities

Create a market plan with direction and assistance from Agency management

Continually identify and locate prospects based upon the market plan

Contact prospects by personal visits, over the telephone, and by direct mail

Determine expiration dates plus present scope of insurance coverage

Determine the prospect's needs and wants

Qualify a prospect for both eligibility and acceptability (to include financial, health, stability, and profitability)

Create Prospecting Reports, as requested by Sales Manager/PCL

Provide Clients/Prospects with a complete risk review

Defines exposure analysis

Flow analysis

Contact analysis

Financial review as permitted by client/prospect

Current policy analysis

Present proposals ensuring company minimum limits are maintained and follows-up with client/prospect

Gather all information necessary for complete submissions to Carriers

Consistently have insured sign applications and collects deposits as appropriate

Review up-coming expiration list and notifies AM of appropriate renewal directions

Review expirations and attends monthly renewal meeting with client, collecting necessary information and reviewing ICR

Review endorsement, claim, audit and cancellation notices when sent by AM. Notifies AM of action desired in a timely fashion

Responsible for Late Audit amounts for his/her accounts (must pursue or return to carrier for agency credit)

Assist AM and others with contacting clients as requested

Responsible for timely completion of the ICR and coverage adequacy of all written accounts

Comply with carrier binding authority

Responsible for using time effectively towards obtaining production goals (This will include numerous evenings and “off hours’ when prospecting is most effective - Flexibility in hours is understood)

Manage & maintains individual Washington Insurance License by attending appropriate CE classes

Enroll in technical and sales training studies on an “on-going” basis

Keep abreast of developments in the marketplace, including product line offerings, and changing insurance consumer trends and needs

Qualification

Washington State Insurance LicenseSales experienceAgency Management SoftwareMS OfficeProfessional designationCollege DegreeValid Driver’s License

Required

Current Washington State Insurance License and appropriate Non-Resident Licenses or obtain within 6 months of employment

Two (2) years of successful sales experience

Valid Driver's License

Working knowledge of MS Office (Word, Excel, Outlook)

This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position