Personal Lines Insurance Producer

Plano, TX
Full Time
IPG - Retention
Experienced

Personal Lines Insurance Producer

About LeClair Insurance Agency

We are a Farmers-affiliated agency with access to multiple insurance carriers, allowing us to offer clients a broad range of solutions. We provide a collaborative, supportive environment where sales professionals can grow, contribute, and build long-term client relationships.


Position Summary

We are seeking a Property & Casualty Insurance Sales Producer to generate new business, engage prospective clients, and deliver tailored insurance recommendations. This role focuses on Personal Lines with opportunities to cross-sell Life and Commercial products.

This is an ideal opportunity for a licensed, motivated insurance professional who enjoys outbound prospecting, client interaction, and building a strong sales pipeline.


Key Responsibilities

Prospecting & Lead Generation

  • Conduct daily outbound prospecting, including calls from verified lead lists

  • Participate in community and networking events to represent the agency

  • Engage prospects professionally on LinkedIn and other platforms

  • Develop referral relationships and request referrals from existing clients

  • Maintain accurate CRM records, ensuring timely follow-up on all opportunities

  • Identify cross-sell opportunities in Personal Lines, Life, and Commercial

Proposal Development & Presentations

  • Prepare customized proposals outlining coverage options and premiums

  • Present policy recommendations following agency standards

  • Submit complete underwriting documentation

  • Respond promptly to underwriting or client questions

  • Document all coverage discussions accurately

Client Relationship Management

  • Build rapport throughout the policy lifecycle

  • Conduct routine check-ins with clients

  • Address escalated concerns professionally

  • Engage current clients for additional needs and referrals

General Responsibilities

  • Stay informed on insurance products, industry trends, and regulatory updates

  • Attend scheduled team meetings

  • Complete administrative tasks, documentation, and submission processes as required

  • Maintain positive working relationships with underwriters and colleagues


Qualifications

Required

  • Active Texas Property & Casualty License

  • Two or more years of Personal Lines insurance sales experience

  • Experience using CRM systems and Microsoft Office

  • Strong communication and relationship-building skills

Preferred

  • General Lines Life, Accident, and Health License

  • Life or Commercial Lines sales experience

  • Bachelor’s degree


What We Offer

  • Competitive base salary with performance-based bonuses

  • Training and professional development opportunities

  • Supportive, team-oriented work environment

  • Access to agency tools and equipment (laptop, headset, etc.)


 
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