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Howard Hanna Allen Tate Real Estate · 4 months ago

Personal Lines Producer

CHARLOTTE, NC 28210

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Howard Hanna Insurance Services, part of the Allen Tate & Howard Hanna Family of Companies, is seeking a Personal Lines Producer to maintain and grow profitable relationships with personal lines clients. The role involves identifying new insurance opportunities, managing client relationships, and ensuring sales targets are met through effective communication and support.

InsuranceProperty ManagementReal Estate

Responsibilities

Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication

Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs

Actively prospect, round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs

Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates

Foster and maintain excellent relationships with customers and prospects through regular follow up, timely quotations, and general account support

Support and prepare clients for renewal and retention, and maintain strong client relationships

Anticipate, respond to, and follow up on all existing client needs

Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner

Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed

Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

Qualification

Insurance licenseInsurance account managementSales successInsurance products knowledgePresentation skillsNegotiation skillsOrganizational skillsTeam environmentTechnology proficiencyCustomer-focusedTime managementWritten communicationVerbal communication

Required

Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience

Possess a valid driver's license and a source of reliable transportation

Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base

Have a proven track record of business to business sales success

Possess strong presentation, persuasion, and negotiation skills with the ability to close sales

Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients

Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills

Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems

Benefits

Competitive Pay

Professional Development

Job Stability in a growing industry

Company

Howard Hanna Allen Tate Real Estate

We’re excited to share that Allen Tate Realtors®, the #1 real estate company in the Carolinas, and Howard Hanna Real Estate, the nation’s largest independent, family-owned real estate company, are now one unified brand, Howard Hanna Allen Tate Real Estate.

Founded in 1957

Charlotte, North Carolina, USA

1001-5000 employees