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Trucordia · 3 days ago

Personal Lines Producer

Lindon, UT

Full-time

Onsite

Senior Level

$28/hr - $32/hr

5+ years exp

Trucordia is an innovative insurance brokerage that combines successful businesses to deliver exceptional experiences. The Personal Lines Producer will develop new business opportunities and manage a sales pipeline, providing tailored risk management solutions to personal lines clients.

Business DevelopmentConsultingInsuranceRisk Management

Responsibilities

While we have processes in place to help generate new business opportunities, build and manage a strong pipeline of potential clients is required

Present customized insurance solutions to meet clients' specific needs including but not limited to homeowners, auto, umbrella, earthquake, and personal articles floaters

Establish and maintain long-term relationships with new and existing clients, acting as a trusted advisor for their personal and family insurance needs

Create and present comprehensive insurance proposals and quotations to potential clients, clearly explaining policy terms, conditions, and pricing

Review current policy renewals to look for potential cross-sell opportunities and potential gaps in coverage

Communicate with clients regarding increased renewal premiums while looking for potential savings during coverage reviews and remarket to different carriers as necessary

Leverage industry knowledge to keep clients informed on market trends, emerging risks, and changes in regulations that may affect their insurance needs

Stay current with industry trends, regulations, and changes in personal lines insurance products

Prepare and submit regular progress reports on sales performance and account activities

Knowledge and experience with Mercury Insurance Company a must