Personal Lines Insurance Producer (Risk Advisor)

Personal Lines Insurance Producer (Risk Advisor)

Private Client & Personal Lines

Classification: Exempt (Salaried + Commission)
Pay Range: $60,000 – $150,000+ (Uncapped Commission Earnings)
Reports To: Colorado Director of Sales

Why Join Glenwood Insurance?

At Glenwood Insurance, we believe great people build exceptional client experiences. We are a collaborative, growth-focused organization where your voice matters, your ideas are welcomed, and your career path is supported. Our team values accountability, positivity, and partnership — and we celebrate wins together.

This is an opportunity to join a culture that offers:

• A supportive and team-oriented environment

• Clear growth and advancement opportunities

• Ongoing mentorship and professional development

• Strong service support so you can focus on selling and relationship building

• A respected brand with established carrier partnerships

• The ability to build a high-income book with uncapped earnings potential

If you enjoy relationship-driven sales, advising families on protecting what matters most, and delivering concierge-level service, we would love to meet you.

Position Summary

The Personal Lines Risk Advisor plays a key role in driving new business growth within our Private Client and Personal Lines division. This proactive, sales-focused position is responsible for prospecting, developing relationships, and closing new personal insurance opportunities.

This role focuses on advising individuals and families on comprehensive Property & Casualty (P&C) solutions, including home, auto, umbrella, and specialty coverage. The Advisor partners closely with the Colorado Director of Sales and the service team to develop strategic growth plans, strengthen client relationships, and drive long-term retention and account expansion.

Essential Duties & Responsibilities

• Identify, prospect, and secure new personal lines and private client accounts

• Generate opportunities through networking, referrals, centers of influence, digital outreach, and community involvement

• Meet and exceed key performance indicators including revenue, new business premium, and activity goals

• Maintain an active and organized sales pipeline within the CRM

• Conduct thorough risk assessments to identify exposures and coverage gaps

• Present tailored coverage solutions including Home, Auto, Umbrella, High-Value Home, Specialty, and related products

• Perform account reviews to identify cross-sell and coverage improvement opportunities

• Collaborate with service teams to ensure seamless onboarding and strong client retention

• Develop relationships with carrier underwriters to stay current on appetites and market trends

• Negotiate competitive terms and pricing on behalf of clients

• Follow agency workflows, documentation standards, and compliance procedures

• Participate in training, meetings, and continuing education opportunities

Core Competencies

• Relationship building and client trust development

• Consultative, needs-based selling

• Strong presentation and communication skills

• Persuasion and negotiation

• Organization and follow-through

• Collaboration and teamwork

• Accountability and goal orientation

• Analytical problem solving

• Continuous learning mindset

Minimum Qualifications

• Active Property & Casualty License (or ability to obtain within 60 days of hire)

• Proven success in sales, business development, or insurance production

• Strong written and verbal communication skills

• Proficiency in Microsoft Office and CRM systems preferred

• Associate degree preferred; relevant experience considered in lieu of education

• Commitment to ongoing professional education and development

Job Environment and Conditions

Physical Demands

While performing the duties of this role, the employee is regularly required to sit, hear, and use hands and arms. The employee may occasionally stand and walk. These demands represent typical office work requirements and may vary by location.

Work Environment

This role operates within a professional office setting. The noise level is typically moderate to low.

Disclaimer

This description reflects the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Responsibilities may evolve based on business needs.