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What is a personal lines producer role?
An agency’s frontline staff has many different job titles, including Customer Service Representative, Customer Service Agent, Account Representative, Account Manager, and Account Executive. The frontline staff is responsible for servicing and maintaining existing accounts to include quoting new lines of insurance, handling all policy inquiries and changes, and ensuring that all information on an account is correct and up-to-date. They prepare and complete applications, as well as follow up on needed information. Strong technical coverage expertise is often an expectation for senior frontline staff. Customer service skills are essential to these roles. They are often the primary contact person for the insured. The frontline staff build and maintain relationships and interface with carriers and clients.
The personal lines producer learning path
is designed to guide you towards unbridled career growth— whether you are new to your career or an already seasoned professional. Walk through our professional development offerings, choose the level appropriate for you, and get closer to achieving a thriving career.