Personal Lines Producer Insurance Job

Orange County, CA

 

Insurance Job Description

Our client is a large, independent agency growing rapidly through organic expansion and acquisition. With offices throughout northern and southern California they've set forth intentional growth plans within their sales teams.  As part of their continued growth strategy they seek an accomplished high net worth personal lines producer.  Their personal lines division exclusively focuses on private client services so this is an expansion opportunity of the current sales force.  You must offer experience in outside sales targeting affluent clients.  It's important that your marketing focuses on an insured's centers of influence such as CPAs, trust and/or estate attorneys, private bankers, and wealth managers.  The agency's intends to strengthen its market share in California and surrounding states.  

Private Client Sales Responsibilities

  • You'll be charged with selling life, home, and auto products to clients looking for advanced service and marketing capabilities from an independent retail agency 

  • You'll be responsible for new business production, account service, and strategic marketing initiatives

  • Your innovation includes exploring cross selling opportunities, networking with community resources, and marketing to important personal lines carriers 

Private Client Producer Qualifications

  • Three (3) or more years of insurance sales experience working with affluent clients

  • Prior personal lines background working with insureds and carriers writing high net worth accounts

  • This is an outside sales position and requires a producer that is comfortable prospecting new business opportunities

  • Must be well connected in the community and understand how to service a diverse economic client base 

  • Ability to prospect, foresee competitive changes in the personal lines industry, and utilize referrals to build a book of business

Please contact Scott Thompson for immediate confidential consideration and additional details. If you would like to submit your resume for this insurance job, please click HERE and attach your resume as a Microsoft Word document.

Capstone Insurance Search Group is a search firm dedicated to the insurance industry. We work nationally with expertise that spans top executives, middle management and technical level positions. We can provide assistance with a variety of product lines to include Property and Casualty, Life, Health, Disability, Annuity and Pension. We will provide you with a service that is of the highest degree of confidentiality, professionalism and integrity.