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Commercial Lines Producer (Carlisle Insurance Agency)

Corpus Christi, TX | Full Time
2 Days Ago

Job Description

Carlisle Insurance Agency was founded in 1925 and has since grown to operate in multiple locations. Carlisle Insurance offers quality protection to meet the growing needs of all clients. Carlisle Insurance, an Acrisure agency partner, has a current need for a full-time Commercial Lines Producer. This is a Sales oriented position requiring advanced communication skills, a thorough knowledge of insurance products available through the agency, and competitive attitude. This individual must be capable of pursuing and closing sales of new and existing commercial lines accounts and retaining assigned book of commercial lines business. They are also responsible for prospecting, soliciting, and selling new accounts.

This individual must reside in the San Antonio/Houston area but will sit remotely.

 

Essential Duties and Responsibilities:

  • Achieve objectives established in annual producer sales plan
  • Prospect for new business from existing clients and identified target groups
  • Contact prospects for the purpose of providing a quote and making sales appointments
  • Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records
  • Collect detailed risk and underwriting information including survey data and loss history
  • Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information
  • Work with service person or marketer to complete company submissions and selection of potential markets
  • Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business
  • Introduce service person to clients and request that service calls be directed to them and forward all service-related calls to assigned service person
  • Stay informed of all claims or service issues and become involved in resolution when required
  • Participate in renewals, when appropriate, by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare renewal submissions
  • Maintain production reports and attend all sales meetings as required
  • Promote agency and insurance industry in the community
  • Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
  • Perform other specific duties and projects as assigned by agency management

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

 

Competencies:                                            

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

Education and Experience:

  • College degree, required
  • Active Texas P&C license, required
  • At least 3 years’ experience in middle market sales, required
  • At least 2 years’ prior commercial insurance experience, required
  • Extensive working knowledge of the insurance industry, required

 

Other Qualifications:

  • Able to work independently and enjoy a high degree of interaction with team members
  • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
  • Self-motivated and driven
  • Maintain a sense of urgency and ability to work with and meet deadlines
  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
  • Demonstrates excellent time management and prioritization skills
  • Attention to detail and commitment to a high level of accuracy
  • The ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
  • Ability to maintain a professional demeanor and positive attitude
  • Ability to Moderate stress due to regular deadlines and daily challenges

 

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate stress due to regular deadlines and daily challenges
  • High finger dexterity while typing documents and forms
  • Occasionally lift up to 20lbs.

 

Work Environment:  The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work is done in a temperature-controlled, non-smoking office 
  • Workstations are cubicles with moderately high sides
  • The noise level in the work environment is usually moderate
  • This position offers remote work schedule

 

To Executive Search Firms & Staffing Agencies:  Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement.  All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee.  This includes resumes submitted directly to hiring managers without contacting Acrisure’s Human Resources Talent Department