Leavitt Group ยท 1 week ago
Digital Personal Lines Producer
Leavitt Group Central (LGC) is seeking a motivated and service-oriented Digital Personal Lines Producer to join their team remotely. In this role, you will provide clients with expert guidance and support while helping them make informed insurance decisions, focusing on sales and client experience.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
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
Qualification
Required
Must be bilingual in English and Spanish
Active Property & Casualty insurance license required
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
Preferred
1+ years of experience in personal lines sales or service preferred
Benefits
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
Company
Leavitt Group
Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.