OVERVIEW The Beck Agency (an Alera Group company) is seeking to add a Producer, Personal Lines - Small Business to their Personal Lines team.

This is an in-office role, with the opportunity to be mentored. Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.

If that is what you’re looking for, this is your chance to be part of an amazing organization! The primary role of this position is to develop business and maximize customer satisfaction and retention by providing exceptional customer service every day;

educating our clients on risks they face; offering creative solutions to protect the things that matter most to them; and always thanking them for their business RESPONSIBILITIES Develop, grow and maintain a robust pipeline of new business opportunities.

Build and nurture relationships with small business owners and individual clients. Conduct thorough needs assessments to recommend appropriate insurance products.

Present and explain insurance policies and coverage options to clients. Ensure timely and accurate processing of applications, endorsements, and renewals.

Provide exceptional customer service and support to clients, addressing inquiries and resolving issues promptly. Stay informed about industry trends, market conditions, and competitor products.

Collaborate with the underwriting team to ensure risk assessments and policy terms are accurate. Meet and exceed sales targets and performance metrics.

Collaborate with other Alera Group locations on new business opportunities. QUALIFICATIONS Experience / exposure in insurance sales, particularly in small business and personal lines.

Strong foundational understanding of insurance products and coverages. Excellent communication and interpersonal skills.

Demonstrated ability to build and maintain client relationships. Self-motivated with a results-driven mindset. Proficient in using CRM software and other sales tools.

Relevant insurance licenses as required by state regulations. Desire to be mentored and grow your career long-term with Alera Group.

BENEFITS We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.Experience / exposure in insurance sales, particularly in small business and personal lines.

Strong foundational understanding of insurance products and coverages. Excellent communication and interpersonal skills.

Demonstrated ability to build and maintain client relationships. Self-motivated with a results-driven mindset. Proficient in using CRM software and other sales tools.

Relevant insurance licenses as required by state regulations. Desire to be mentored and grow your career long-term with Alera Group.

Develop, grow and maintain a robust pipeline of new business opportunities. Build and nurture relationships with small business owners and individual clients.

Ensure timely and accurate processing of applications, endorsements, and renewals. Provide exceptional customer service and support to clients, addressing inquiries and resolving issues promptly.

Stay informed about industry trends, market conditions, and competitor products. Collaborate with the underwriting team to ensure risk assessments and policy terms are accurate.

Meet and exceed sales targets and performance metrics. Collaborate with other Alera Group locations on new business opportunities.

Last updated : 2024-05-23