Personal Insurance Producer

Personal Insurance Producer Pilkey-Hopping & Ekberg Tacoma, WA Job Details Full-time $40,000 - $80,000 a year 1 day ago Benefits Profit sharing Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Opportunities for advancement Qualifications Objection handling (sales technique) Sales Customer service Property & Casualty License Insurance Producer License Productivity software Insurance sales Account management Technical Proficiency Full Job Description Description About Pilkey, Hopping & Ekberg Pilkey, Hopping & Ekberg (PHE) has been a trusted, family-owned insurance agency, proudly serving businesses and individuals since 1896. Our agency has grown while staying true to the values that set us apart—integrity, ownership and excellence. We foster a culture where people matter, relationships come first, and every team member plays a vital role. The Opportunity As a Personal Insurance Producer, you'll play a key role in growing our personal insurance business by bringing on new clients and building lasting relationships. This is a sales role where performance, initiative, and consistent execution directly drive results and long-term success. This position is a great fit for an experienced sales professional who's ready to learn the insurance industry—or for an insurance professional who wants to step into a more dynamic, sales-driven role. You'll work closely with clients, insurance carriers, and internal team members to ensure a smooth transition from sale to ongoing account management, while helping clients find smart, proactive insurance solutions. If you enjoy connecting with people, love the challenge of sales, and want to build a rewarding career while learning a specialized industry, this role offers an exciting opportunity to grow and succeed.

You Will:

Identify and engage prospective customers through in-person visits, phone calls, referrals, networking, and community involvement as part of outside sales efforts. Utilize established lead-generation methods and relationship-driven outreach strategies to build a sustainable book of business. Assess prospect eligibility by evaluating client needs, underwriting requirements, and overall profitability. Conduct effective discovery conversations to gather accurate and complete information. Sell personal lines insurance products, including auto, home, umbrella, and related coverages, using a consultative, needs-based sales approach aligned with agency standards. Analyze client needs to develop tailored insurance solutions and ensure accurate quoting. Demonstrate strong technical and product knowledge to clearly explain insurance options and build trust with prospective clients. Quote, present, and recommend insurance solutions in accordance with agency guidelines, carrier requirements, and client objectives. Apply strategic thinking and problem-solving skills based on knowledge of the insurance market, carriers, and product offerings, including key financial and technical considerations. Achieve new business sales goals on a quarterly and annual basis within targeted personal lines segments. Proactively identify, address, and overcome prospect-specific sales challenges and objections.

• Monitor and manage individual sales pipelines to ensure consistent progression from prospecting through close.
• Maintain a disciplined approach to activity tracking and follow-up to support the achievement of revenue and production goals.

Accurately and consistently document prospect and client information, correspondence, and activities in the agency's account management system in alignment with agency standards. Maintain clear, timely, and detailed notes while handling sensitive information with professionalism, integrity, and confidentiality. Obtain required client signatures and payments in a timely and compliant manner. Effectively use insurance sales technology, including account management systems, comparative raters, carrier quoting platforms, and other tools to deliver customized insurance solutions. Participate in required training programs to continuously improve sales effectiveness and results.

Basic Qualifications:

• Technologically proficient, with the ability to learn and use new systems with ease
• Washington State Property & Casualty insurance license, or ability to obtain licensure within 60 days of hire
• Sales‑oriented professional with the ability to communicate effectively and confidently with a diverse client base o Strong written and verbal communication skills with a positive, professional attitude o Commitment to handling client information with integrity and maintaining strict confidentiality o Foundational understanding of sales principles, including addressing common questions and objections • Strong organizational and time‑management skills, with the ability to prioritize, meet deadlines, and work independently o Self‑motivated, dependable, and accountable, with ownership of responsibilities and sales goals o Ability to remain composed and professional in a fast‑paced, customer‑focused environment • Minimum of 1 year experience in a customer‑facing role (e.

g., retail, customer service, banking, hospitality, or sales)

Preferred Qualifications:

• 2+ years of insurance industry experience
• Experience working with key decision‑makers and familiarity with complex or high‑net‑worth accounts
• Experience with agency management systems, comparative rating tools, Microsoft Office Suite, and carrier websites Why Join Us?

A Supportive Team - Work in a collaborative environment where every team member is valued. Career Growth - Access ongoing training, mentorship, and opportunities for advancement. Work-Life Balance - Enjoy paid time off, holiday pay, and family-friendly company events. Comprehensive Benefits - Competitive medical, dental, vision, 401K match, and profit-sharing opportunities. At Pilkey, Hopping & Ekberg (PHE), we believe diversity fosters innovation and excellence. We are committed to creating an inclusive environment where all employees feel valued, respected, and empowered to succeed. We welcome applicants of all backgrounds and do not discriminate based on race, ethnicity, gender, age, disability, veteran status, or any other legally protected characteristic. If you require accommodations during the application process, please contact us. Apply here and visit www.pheinsurance.com to learn more and apply through our website.

Pay:

$40,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Application Question(s): This position requires 12 months of full-time, in person work. After that period, there are opportunities to transition to a hybrid schedule. Are you able to reliably commute to our Tacoma office for the first 12 months? Will you now or in the future require work visa sponsorship?

License/Certification:

Washington State P&C Insurance License (Preferred)

Work Location:

Hybrid remote in Tacoma, WA 98406