Commercial Lines Producer

Job Summary

Seeking a highly motivated and experienced Commercial Lines Producer to join a growing team. This role is pivotal in driving new business growth while maintaining and expanding an existing book of business. The ideal candidate will have a proven track record in building a book of business, strong expertise in commercial insurance, and the ability to foster long-term client relationships. This is a hybrid position, offering a mix of in-office, field, and work-from-home flexibility.

Compensation Package

• Base Salary: Competitive and commensurate with experience.
• Commission Structure: 40% on new business, 25% on renewals.
• Benefits: Comprehensive package including:
  • Medical, Dental, and Vision Insurance.
  • Paid Time Off (PTO) and paid holidays.
  • Company-paid life insurance for you and your dependents.
  • Employee Assistance Programs.
  • Additional medical paid time off and more.

Responsibilities

• Drive new business growth while maintaining and expanding your book of business.
• Proactively build and manage a pipeline of prospects to achieve sales and retention goals.
• Develop and present customized insurance solutions tailored to client needs.
• Gather and analyze detailed risk and underwriting information to craft compelling value propositions.
• Utilize advanced online systems to create professional insurance proposals.
• Follow structured renewal workflows to ensure strong client retention and long-term partnerships.
• Identify opportunities to refer clients and prospects to other divisions to meet broader needs.
• Partner with internal teams, delegating client service tasks effectively for seamless support.
• Foster strong, professional relationships with colleagues, contributing to a collaborative and positive work environment.

Qualifications/Requirements

• Licenses/Certifications: Active 2-20 license required.
• Experience:
  • 8-10 years of experience in commercial insurance.
  • Proven ability to build a book of business up to $500k in revenue or experience in leadership roles.
  • Expertise in handling accounts such as Condo, Property, and Restaurant/Hospitality (excluding Construction/Transportation).
• Technical Skills: Proficiency in Salesforce and AMS360 software.

#LI-ZS1

Employee Benefits Producer

Job Summary

Seeking a dynamic and results-driven Employee Benefits Producer to join a growing team. This role is pivotal in expanding the presence in the benefits space within the Piedmont market. As a producer, you will play a key role in building a referral network, developing centers of influence, and driving new business opportunities. This position offers the flexibility to work remotely, in-office, or in a hybrid capacity, depending on the candidate's preferences and qualifications.

If you are a motivated professional with a proven track record in benefits sales and a passion for making a difference in a small-to-mid-sized agency environment, encourage you to apply.

Compensation Package

• Base Salary: $50,000 - $100,000 (commensurate with experience)
• Commission Structure: 40/30 commission split, with commissions paid immediately
• Validation Period: Receding base over 3 years
• Additional Perks: Opportunities for trips, incentives, and career growth within a rapidly expanding organization

Responsibilities

• Act as a hunter-producer, identifying and securing new business opportunities in the employee benefits space.
• Build and maintain a robust referral network and centers of influence to drive business growth.
• Collaborate with account managers and servicing teams across markets to ensure seamless client support.
• Develop and execute strategies to tap into untapped potential within the benefits space, particularly with existing commercial lines customers.
• Maintain a strong understanding of small-to-mid-sized group accounts and provide tailored solutions to meet client needs.

Qualifications/Requirements

• Licenses: Life & Health (L&H) license required; additional designations are a plus.
• Experience:
  • Minimum of 2+ years of benefits sales experience on the agency side.
  • Preferred 5+ years of agency benefits production experience with a proven track record of success.
• Technical Skills: Proficiency in Applied EPIC software.
• Soft Skills:
  • Strong interpersonal and communication skills.
  • Self-motivated and goal-oriented.
  • Ability to build and nurture professional relationships.
  • Strategic thinker with a proactive approach to problem-solving.
  • Adaptability to work in a flexible and dynamic environment.

#LI-EM1

Personal Lines Producer

Job Summary

Seeking a highly motivated and experienced Personal Lines Producer to join a growing team. With over 100 years of history, family-run agency prides itself on delivering exceptional service and comprehensive insurance solutions to the clients. This role offers a unique opportunity to work in a supportive and flexible environment while contributing to the growth of the personal lines business.

Compensation Package

• Compensation Structure: Draw commission structure (flexible based on candidate experience).
• Benefits: Comprehensive benefits package
• Work Environment: Flexible work arrangements, with in-office training and the potential for hybrid or remote work once established.

Responsibilities

• Client Acquisition: Prospect and secure new clients through networking, referrals, and other sales strategies.
• Client Meetings: Conduct meetings to assess client needs and provide tailored insurance solutions.
• Proposals: Prepare and present insurance proposals to prospective clients.
• Account Management: Work on standard and high-net-worth personal lines accounts, ensuring client satisfaction and retention.
• Collaboration: Partner with internal teams to ensure seamless service delivery and account management.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) License is required.
• Experience:
  • Minimum of 2+ years of personal lines sales experience (agency or captive).
  • Preferred: 5+ years of personal lines sales experience in an agency setting.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Self-motivated and goal-oriented.
  • Excellent organizational and time-management abilities.
  • Ability to build and maintain strong client relationships.
  • Professional demeanor and polished presentation skills.
• Flexibility: Willingness to work in-office during the training period, with potential for hybrid or remote work based on performance.

#LI-EM1

Commercial Lines Sales Manager / Producer / Account Manager

Job Summary

Seeking experienced and driven professionals to join a growing team in the commercial insurance sector. This is an exciting opportunity to play a pivotal role in building and managing a commercial lines department. Hiring for multiple positions, including Commercial Lines Sales Manager, Commercial Producer, and Commercial Lines Account Manager. The ideal candidates will have a strong background in commercial insurance sales and account management, with a proven ability to drive growth and deliver exceptional service.

The Commercial Lines Sales Manager will oversee the department, lead sales efforts, and manage a team of producers and account managers. Producers and Account Managers will focus on developing and servicing a book of business, targeting commercial property, real estate, investment properties, habitational risks, and HOAs.

This is a hybrid role with local travel required for client meetings and trade shows. Training will be conducted onsite.

Compensation Package

• Sales Manager Base Salary: $85,000 - $90,000 annually
• Additional Compensation: Commission and new business revenue on team members
• Producers and Account Managers: Competitive compensation structure based on experience and performance
• Benefits:
  • Paid Time Off (PTO)
  • Comprehensive benefits package

Responsibilities

Commercial Lines Sales Manager:

• Build and manage the commercial lines department.
• Develop and execute sales strategies to grow the book of business.
• Hire, train, and mentor producers and account managers.
• Collaborate with ownership to identify and target key market segments.
• Oversee the placement of commercial insurance policies, including general liability, property, workers' compensation, and auto.
• Attend trade shows and engage in local travel to build relationships and generate leads.

Commercial Producers:

• Develop and maintain a book of business with a focus on commercial property, real estate, investment properties, and HOAs.
• Identify and pursue new business opportunities.
• Build strong relationships with clients and provide tailored insurance solutions.
• Collaborate with the service department to ensure seamless policy management.

Commercial Lines Account Managers:

• Manage and service a portfolio of commercial insurance accounts.
• Handle certificates, endorsements, and renewals.
• Provide exceptional customer service to clients.
• Support producers in placing and maintaining policies.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license in Texas is required.
• Experience:
  • Sales Manager: Minimum 5+ years in commercial lines sales and management.
  • Producers: Minimum 3+ years in commercial lines sales.
  • Account Managers: Minimum 2+ years in commercial account management.
• Technical Skills: Proficiency in Applied Epic and Salesforce is preferred.
• Travel: Ability to travel locally for client meetings and trade shows (approximately once per quarter).
• Other: Strong communication, leadership, and organizational skills.

#LI-EL1

Personal Lines Insurance Producer

Job Summary

Seeking a motivated and tech-savvy Personal Lines Insurance Producer to join a team. In this hybrid role, you will work closely with local dealerships to generate new business and provide exceptional service to clients. Reporting to the Insurance Management team, you will play a key role in driving growth and maintaining strong relationships within the community. This is an excellent opportunity to join a well-established organization with a strong culture and a commitment to professional development.

Compensation Package

• Base Salary: $40,000 - $50,000 annually
• Commission Structure:
  • 20% on revenue from new business
  • 5% on renewals
  • Lucrative bonus structure
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.
• Work Schedule: Hybrid

Responsibilities

• Proactively generate new business through cold-calling and leveraging warm leads from the dealership network.
• Build and maintain strong relationships with clients and dealership partners.
• Utilize multiple systems, including Salesforce, EPIC, and carrier portals, to manage accounts and process transactions.
• Quote and bind new business policies, including Home, Auto, Umbrella, and Recreational Lines.
• Meet or exceed sales targets while maintaining a high level of customer satisfaction.
• Participate in training and development programs to enhance skills and knowledge.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Open to varying levels of experience; coachability and a willingness to learn are key.
• Technical Skills: Must be tech-savvy and comfortable using multiple software systems, including EPIC and Salesforce.
• Sales Skills: Strong cold-calling and phone sales abilities; prior experience in a phone-sales environment is a plus.
• Personal Attributes: Self-motivated, adaptable, and able to multitask effectively in a fast-paced environment.

#LI-CS1

Personal Lines Insurance Producer (Remote/Hybrid)

Job Summary

Seeking a motivated and experienced Personal Lines Insurance Producer to join a growing independent insurance agency. This role is ideal for a results-driven professional with a strong sales mentality and a proven track record in personal lines insurance. The ideal candidate will excel at generating new business, building lasting client relationships, and actively participating in community networking. This position offers remote and hybrid work flexibility while emphasizing business development, client engagement, and sales growth.

Responsibilities

• Proactively prospect and generate new personal lines insurance business through networking, referrals, and targeted outreach.

• Build and maintain strong relationships with clients, referral partners, and local business professionals.

• Conduct comprehensive needs assessments to identify appropriate insurance coverage solutions.

• Prepare, present, and explain insurance proposals, coverage options, and policy recommendations.

• Drive new business production by consistently meeting or exceeding established sales goals.

• Deliver exceptional customer service while fostering long-term client relationships.

• Respond to client inquiries, address concerns, and provide ongoing policy support.

• Conduct policy reviews to identify coverage gaps and recommend adjustments as needed.

• Actively participate in community networking events to generate referrals and expand business opportunities.

• Maintain accurate records of client interactions, sales activities, and policy information using agency management software and CRM systems.

• Prepare and submit insurance applications and supporting documentation.

• Collaborate with internal teams to ensure efficient policy processing and client service.

• Stay informed about industry trends, insurance products, underwriting guidelines, and regulatory changes.

Qualifications/Requirements

• Licensing: Holds an active P&C (Property and Casualty) insurance license.

• Experience: Minimum of 3 years of experience in an insurance agency setting, preferably within an independent agency. Candidates with captive agency experience and demonstrated business development success will also be considered.

• Sales Experience: Proven track record of generating new business and achieving sales goals in personal lines insurance.

• Product Knowledge: Strong understanding of personal lines insurance products, coverage options, and underwriting guidelines.

• Communication Skills: Excellent communication, negotiation, presentation, and relationship-building abilities.

• Business Development: Self-motivated with a proactive approach to prospecting, networking, and generating referrals.

• Technical Proficiency: Experience using agency management software and CRM systems.

• Independence: Ability to work independently in a remote or hybrid environment while maintaining productivity and accountability.

• Networking: Willingness and ability to actively engage in local community networking and relationship-building activities.

• Location: Must reside within a reasonable commuting distance of the designated service area or demonstrate the ability to maintain an active local networking presence.

Compensation Package

• Base Salary: $32,000 – $50,000 annually, depending on experience and qualifications.

• Commissions: Uncapped commission structure with strong earning potential.

• Alternative Compensation: Fully commission-based compensation arrangements may be considered for qualified candidates.

• Work Arrangement: Remote and hybrid work flexibility.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-CM1

Trucking Insurance Producer

Job Summary

Seeking a dynamic and results-driven Trucking Insurance Producer to join a boutique insurance agency. This role is ideal for a motivated individual with a passion for building relationships and driving new business in the trucking and transportation insurance sector. You will work with medium to large fleet accounts, focusing on providing tailored insurance solutions to meet the unique needs of a clients. This position offers flexibility, with options for remote, hybrid, or in-office work arrangements, depending on the candidate's preferences and qualifications.

Compensation Package

• Competitive Compensation: Unlimited earning potential with a commission-based structure. Base salary plus commission available for less experienced candidates.
• Flexibility: Remote, hybrid, or in-office options available for the right candidate.
• Equipment: Laptop and phone may be provided for remote employees.

Responsibilities

• Develop and maintain relationships with trucking and fleet clients, focusing on accounts with annual premiums of $250,000 and above.
• Identify and pursue new business opportunities within the trucking/transportation insurance market.
• Provide expert advice on insurance products, including Auto Liability, Cargo, Physical Damage, Excess, Umbrella, and related lines.
• Collaborate with the sales and underwriting teams to deliver tailored insurance solutions.
• Stay informed on FMCSA rules, SAFER/CAB, fleet underwriting requirements, and trucking-specific insurance regulations.
• Conduct client visits, including meetings with fleet owners and safety managers, to strengthen relationships and close deals.
• Utilize Salesforce to manage client relationships and track sales activities.

Qualifications/Requirements

• Licensing: Active Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 3+ years of proven success in producing trucking/transportation insurance (preferably long-haul).
  • Demonstrated track record of closing large accounts and consistently exceeding production goals.
  • Experience working with medium to large fleets (20-25 trucks and up).
• Technical Knowledge: Strong understanding of AL, APD, MTC, Cargo, GL, Umbrella, and related lines.
• Skills:
  • Exceptional communication and negotiation skills.
  • Strong organizational skills and ability to manage complex accounts in a fast-paced environment.
  • Proactive and self-motivated with a "go-getter" attitude.
• Education: Open to candidates ranging from fresh college graduates to senior-level professionals.
• Soft Skills:
  • Strong interpersonal skills with a focus on relationship-building.
  • Ability to work independently and as part of a team.
  • High level of professionalism and integrity.

#LI-AH2

Employee Benefits Producer

Job Summary

Seeking a dynamic and results-driven Employee Benefits Producer to join a team. This role is pivotal in driving growth by developing and managing a portfolio of employee benefits accounts. The ideal candidate will have a proven track record in employee benefits production, exceptional client relationship skills, and a deep understanding of the industry. This is a hybrid position, offering a balance of remote and in-office work, and is an excellent opportunity for a motivated professional to thrive in a collaborative and supportive environment.

Compensation Package

• Base Salary: Starting at $70,000+ (commensurate with experience)
• Benefits: Comprehensive benefits package
• Work Arrangement: Hybrid (specific in-office days to be discussed)
• Equipment: Provided for remote work, if applicable

Responsibilities

• Develop and maintain a robust book of business in employee benefits.
• Build and nurture strong relationships with clients, ensuring their needs are met with tailored solutions.
• Collaborate with account managers and administrative support teams to deliver exceptional service.
• Identify and pursue new business opportunities to drive growth.
• Stay updated on industry trends, regulations, and best practices to provide expert guidance to clients.
• Prepare and present proposals, quotes, and renewal packages to clients.
• Participate in networking events and industry conferences to expand professional connections.

Qualifications/Requirements

• Licenses/Designations: Required (specific licenses to be discussed during the interview process).
• Experience: Proven experience as an Employee Benefits Producer is a must.
• Preferred Years of Experience: Open to candidates with varying levels of experience, though prior expertise is essential.
• Technical Skills: Proficiency in relevant software tools.
• Soft Skills:
  • Strong communication and interpersonal skills.
  • Ability to build and maintain long-term client relationships.
  • Results-oriented with a proactive approach to problem-solving.
  • Excellent organizational and time-management skills.
  • Team player with a collaborative mindset.

#LI-AK3

Commercial Insurance Producer

Job Summary

Seeking a dynamic and results-driven Commercial Insurance Producer to join a growing team. This role is ideal for a high-energy individual with a proven track record in commercial sales, cold calling, networking, and building strong relationships with centers of influence. The successful candidate will have the opportunity to work in a supportive and growth-oriented environment.

Compensation Package

• Base Salary: Competitive based on experience 
• Strong Commission Structure + Equity Opportunity
• Benefits:
  • Comprehensive benefits package
  • Paid continuing education opportunities
  • Opportunities for professional growth
  • Positive and collaborative company culture

Responsibilities

• Drive commercial insurance sales through proactive prospecting, cold calling, and networking.
• Build and maintain strong relationships with clients and centers of influence.
• Develop and execute strategies to meet and exceed sales targets.
• Work with a variety of industries, with a focus on white-collar sectors such as technology and engineering.
• Manage accounts with premium sizes ranging from $0-$20K and $20K-$100K.
• Utilize Epic software to manage client information and sales activities.
• Represent the company professionally and uphold its values in all interactions.

Qualifications/Requirements

• Minimum of 1 years of experience in commercial insurance sales.
• Proven ability to generate leads and close sales in a competitive market.
• Experience working in retail insurance agencies or direct writers/captives (e.g., Nationwide, State Farm, Allstate) is preferred.
• Strong communication, negotiation, and interpersonal skills.
• Self-motivated, goal-oriented, and able to thrive in a fast-paced environment.
• Familiarity with Epic software is a plus.
• Willingness to travel as required.

#LI-JS1

Personal Lines Producer

Job Summary

Seeking a motivated and experienced Personal Lines Producer to join a growing, independent insurance agency. This role focuses on new business production and sales, with an emphasis on Homeowners, Auto, and Umbrella insurance coverage. You will have the opportunity to capitalize on an existing flow of inbound leads and referrals while building strong client relationships and growing a profitable book of business.

Compensation Package

• Base Salary: $50,000 - $70,000 (commensurate with experience).
• Incentives: Competitive performance-based bonuses.
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage and convert inbound leads, referrals, and new business opportunities.
• Quote, present, and close Personal Lines insurance packages, focusing on Homeowners, Auto, and Umbrella coverage.
• Proactively follow up with prospects and maintain an organized sales pipeline.
• Identify cross-selling opportunities and recommend appropriate coverage solutions tailored to client needs.
• Build and maintain strong client relationships through a consultative sales approach.
• Collaborate with the customer service team to transition new accounts into ongoing servicing.
• Meet or exceed established sales and production goals.
• Contribute to the growth of a profitable book of Personal Lines business.

Qualifications/Requirements

Required:

• Proven experience in Personal Lines insurance sales.
• Strong knowledge of Homeowners, Auto, and Umbrella insurance coverage.
• Excellent sales, communication, follow-up, and closing skills.
• Ability to manage and convert inbound leads effectively.
• Self-motivated, competitive, and goal-oriented.
• Strong client relationship-building skills.
• Active Property & Casualty license or willingness to obtain one.

#LI-MT1