Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Are you interested in leveraging your skills and joining a new and growing company that truly cares for its employees and customers?

The Opportunity

We are looking for Commercial Lines Producers, preferably in the central Georgia area. The primary responsibilities are the solicitation and sale of new business and the development of additional revenue from existing clients. Additionally, this position is responsible for overseeing the servicing and retention of existing clients by the assigned account manager and/or service team through regular meetings.

Responsibilities include, but are not limited to:

• Meeting the activity goals and sales goals jointly established with management and regularly keeping management apprised of the progress in achieving the goals
• Identifying new leads and gathering the necessary information for future fact-finding appointments
• Developing, presenting, and selling new business proposals to prospects
• Complying with account quality and size standards established by the agency
• Establishing the payment arrangements for each customer
• Performing periodic service and goodwill calls on accounts and coordinating customer service requests
• Providing continuous professional advice, guidance, and suggestions for improving the risk management programs of clients and prospective clients
• Actively pursuing the sale of additional coverage and policies to existing customers
• Facilitating joint sales calls and the sharing of lead information with the life, health, benefits, and personal lines producers
• Attending and actively participating in regular sales meetings
• Participating in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives
• Assisting the marketing department in the securing and negotiation of quotations and the placement of coverage with insurance carriers
• Achieving educational and professional development goals established by agency management
• Maintaining a professional demeanor and actively supporting and promoting a positive public image for the agency

Qualifications

A bachelor's degree in business or finance is preferred in addition to 5 years of commercia property & casualty insurance agency sales experience preferred. A professional designation is highly desireable. Property, Casualty, Life & Health license is a significant plus.

The ideal candidate will:

• Have a proven record of successful sales and a high standard of customer service
• Demonstrate full knowledge of commercial property & casualty insurance products and usage
• Have the ability to manage multiple changing priorities in a fast paced environment and abilty to handle the pressures associated with this industry
• Have a positive attitude and willingness to work with the team for the good of the agency
• Possess excellent written and verbal communication skills to be able to explain complex insurance information and to communicate clearly in emails
• Possess the ability to proactively generate new business sales and service and retain existing business
• Have adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
• Have the ability to drive a vehicle, visit existing and prospective clients, and make related sales calls

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website

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