Personal Lines Producer (Southeast Platform)

Job Title: Personal Lines Producer

Agency/Platform: Southeast Platform

Location: Leesburg, FL

Hours/Days: 37.5 Hours per week Monday - Friday

About Acrisure:

Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.

Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.

Job Summary:

The Personal Lines Producer is a key role within our organization. Their primary responsibility is to handle quoting and follow up on leads that come from our title partners and mortgage lenders. It is crucial for them to complete these tasks in a timely manner, as this is a fast-paced environment. To succeed in this role, they must possess the ability to think creatively and find innovative solutions. Additionally, they should have a strong closing ability, as the ability to close quickly is essential. Meeting sales targets and delivering exceptional customer service are also vital aspects of this position. Our agency has developed quality and service standards that the Personal Lines Producer must adhere to ensure customer satisfaction.

JOB FUNCTIONS, UNIQUE DUTIES AND RESPONSIBILITIES:

New Business:

• Creates and follows up on new business leads in a timely and effective manner.

• Pre-qualifies new business according to agency standards.

• Assists clients with making coverage changes in an automated environment supported by imaging system; determines if delayed or advanced billing is appropriate and invoices; accordingly, uses each contact with the client as an opportunity to review the whole account, round it and market.

• Informs and educates clients about policy coverage, changes, exclusion, and insurance coverage needs.

• Prepares proposals and completes new business applications.

• Submits applications to eligible and appropriate carriers.

• Obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies.

• Responds to clients' needs by producing binders, policies, endorsements, and other related items; verifies their accuracy.

• Maintains and updates electronic and client activity files.

• Uses agency credit and collection policy in invoicing and pursuing prompt payments, requests cancellations from the carrier according to agency standards.

Marketing:

• Actively solicits increases in coverage and rounds out accounts through sales to clients; leaves good documentation of all contacts.

• Refers current and prospective clients to Life/Benefits Department and to Commercial Lines for solicitation of those lines of business.

• Assists or completes other tasks as directed by agency management.

Personal and Organizational Development:

• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

• Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts.

• Keeps informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance.

• Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency.

• Updates the agency management system with appropriate notes and suspense as needed so that other staff members can follow behind.

• Check suspense daily to stay up to date on items in process.

Other duties may be assigned as needs arise, or as required. This description is not intended as a contract and is subject to change.

JOB SPECIFICATIONS/QUALIFICATIONS: (Min. knowledge, skills, and abilities required)

Education:

High School Diploma or equivalent required

Experience:

Must have a minimum of two years' experience in Personal Lines Insurance

Special Technical Knowledge:

• Must meet sales targets as assigned.

• Must have 220 license or 2044 Personal Lines Agent License

• Full knowledge of insurance products and usage.

• Adequate knowledge of rating procedures, coverage, and industry operations to effectively manage, maintain and underwrite assigned client and prospect lists.

• Full knowledge of insurance markets and reference to markets.

• Ability to carry out complex tasks with concrete and abstract variables.

• Excellent computer skills needed and must understand functionality.

Competencies:

• Functional Technical Skills - has functional and technical ability to do job at high level of accomplishment.

• Informing - provides information so that decisions can be made on a timely basis with accuracy.

• Time Management - uses time effectively and efficiently, concentrates efforts on more important priorities.

• Quantity of Output - amount of work is expected to meet goals on regular basis.

• Quality of Work Output - is with few errors with little rework.

Special Skills and/or Abilities:

• Ability to understand written and oral communication and interpret abstract information.

• Must be a team player and customer service oriented.

PHYSICAL REQUIREMENTS AND WORKING CONDITIONS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations that do not cause an undue hardship on the company may be made to enable individuals with disabilities to perform the essential functions, as long as that would not hinder or prevent performance of duties or be of a safety concern.

Benefits & Perks:

• Competitive Compensation

• Industry Leading Healthcare

• Savings and Investments

• Charitable Giving Programs

• Offering hybrid work option

• Opportunities for Growth

• Parental Leave

• Generous time away

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Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.