Private Client Producer

Job Description

Personal Lines Producer - High Net Worth

Job Summary

Seeking a highly motivated and experienced Personal Lines Producer to join a team. This role focuses on serving high-net-worth clientele providing tailored personal insurance solutions and building lasting relationships. Reporting to the Director of Personal Lines you will play a key role in expanding our presence in the high-net-worth market. This is an excellent opportunity for a professional with a strong background in personal lines insurance who is looking to grow their career in a dynamic and supportive environment.

Compensation Package

• Base Salary: $60000 - $75000 (commensurate with experience)
• Commission: Competitive commission structure
• Benefits: Competitive benefits package 401(k) paid time off professional development opportunities etc.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Conduct both inside and outside sales to generate new business opportunities.
• Provide expert advice on personal lines insurance products including high-value homes umbrella policies jewelry and other specialized coverage.
• Collaborate with the Personal Lines team to ensure seamless client service.
• Stay informed about industry trends and product offerings to better serve clients.
• Meet and exceed sales targets and contribute to the growth of the high-net-worth segment.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years in personal lines insurance with a preference for candidates experienced in high-net-worth clientele.
• Technical Skills: Proficiency in EZLynx or similar insurance software.
• Soft Skills:
  • Professional demeanor and excellent communication skills.
  • Ability to present confidently and speak eloquently.
  • Strong knowledge of high-value insurance products.
  • Life experience and maturity to connect with high-net-worth clients.
  • Reliability and a proven track record of success in sales.

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