Digital Personal Lines Producer
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Job Description
Digital Personal Lines Producer role at Leavitt Group providing expert insurance guidance and support to clients. Remote position focusing on client experience and sales.
Responsibilities:
- Guide leads and prospects in making informed decisions by providing helpful, accurate advice
- Follow company sales and service procedures
- Finalize quotes and hand off sold business to the Account Manager team
- Understand and apply knowledge of carrier products, underwriting guidelines, policy forms, and rating systems
- Develop new business by quoting in a timely manner, preparing proposals, completing required documentation, and binding with carriers
- Achieve new business, cross-sell, and up-sell goals
- Attend team meetings and participate in ongoing professional development
Requirements:
- Must be bilingual in English and Spanish
- Active Property & Casualty insurance license required
- 1+ years of experience in personal lines sales or service preferred
- Strong communication skills, both verbal and written
- Ability to build rapport and communicate effectively with prospects and clients
- Organized and capable of managing multiple priorities and timelines
- Self-motivated and goal-oriented with strong initiative
- Able to interpret policy documents, customer contracts, and other insurance forms
- Comfortable with calculations related to quotes, commissions, and discounts
Benefits:
- Commissions earned on new business and cross-sells
- Medical, dental, and vision insurance
- 401(k) with employer match
- HSA and FSA options
- Paid vacation and sick leave
- Wellness program and professional development opportunities
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