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Posted: Monday, March 27, 2017 12:10 AM

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About the Job

PERSONAL LINES PRODUCER/ ACCOUNT MANAGER



We are an independent insurance agency seeking an exceptional personal lines agent to join our sales team in our Auburn branch. Candidates should have previous insurance experience, great customer service skills, and be a hands-on, self-motivated team player. Responsibilities include writing new business and providing service to existing clients.

MINIMUM QUALIFICATIONS:

Must have a current California Fire & Casualty License

Knowledge of Microsoft Outlook and MSWord. Applied Systems experience highly desirable
Familiarity with paperless systems a plus
Oral skills to support telephone contact with outside parties
Clerical skills: Type 40 WPM, math skills
Maintain continuing education requirements to meet licensing standards
Be knowledgeable in lines of business to be sold and company markets represented by our Agency

DUTIES

Meet annual sales goals as assigned by management
Actively solicit new lead sources
Cross-sell current and new clients for multi-policy sales
Cover unsolicited prospect calls or walk-ins for quotes in assigned branch locale
Quote and sell accounts for other agents during their absence
Obtain accurate underwriting information for proper market placement
Enter prospect into EPIC database (client detail, policy screen and applications)
Track all activities on account with appropriate activity codes
Determine correct carrier to quote
Follow agency guidelines for required limits and coverage's to be sold
Research coverage questions via website, underwriter or management contact
Present and sell new policies
Profile account for other insurance needs
Inspect and photograph properties to be insured
Complete application; obtain signatures and deposits prior to binding coverage
Attend annual divisional and agency meetings
Attend assigned educational or company meetings to stay abreast of industry changes

This is a full-time position - Monday through Friday 8:30am to 5:00pm -with benefits offered after 30days as well as paid continuing education and educational reimbursement.

If you possess these skills and are interested in this position, please email your cover letter and resume in PDF or Word format to kabrahamsen@vitasinsurance.comand use the job title “PL Producer” as the subject line.

• Location: Auburn, CA, Sacramento

• Post ID: 13747547 sacramento
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