Commercial Lines Producer

Position Title : Commercial Lines Producer

Basic Duties & Responsibilities .

• Identify, solicit, analyze, and generate Commercial Lines sales for the company
• Participate in the development of an annual sales marketing plan to meet annual sales goals
• Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business generated or assigned.
• Identify prospect and existing client exposures, make appropriate coverage and product recommendations, and customize insurance programs to eliminate gaps in coverage
• Increase sales opportunities by identifying additional product offerings on existing clients to meet their insurance needs.
• Provide a high level of timely & professional customer service to all prospective and existing clients
• Provide potential clients with the appropriate products in accordance with the company’s underwriting rules and procedures to avoid risks and maintain a profitable book of business.
• Maintain client relationships and the retention of accounts through client renewal meetings and adherence to department workflows
• Cooperates in gathering information on renewals with Commercial Lines team members, supervise delivery of new & renewal business policies and / or binders and collection of premiums in accordance with agency policy & procedures
• Develop long-term relationships with clients, carriers, underwriters, referral partners
• Properly document all sales initiatives and correspondence within the agency management system as well as the CRM sales tools made available for the prospecting of potential clients
• Participates in continuing professional development as required by state licensing requirements and Agency procedures and ongoing training of new products

Job Qualifications :

• Property & Casualty Insurance License
• Bachelor’s degree or equivalent experience
• Experience in insurance brokerage, carrier or related business sales experience including calling on senior business executives
• Personable, highly motivated, goal- oriented organized individual that is driven to achieve individual sales goals
• platforms
• Strong communication skills (both oral & written), negotiation, and relationship building skill sets with the ability to close insurance sales
• Excellent problem-solver who can work well with department team members and senior management and have a top-level executive presence
• Advanced knowledge of Microsoft Office Suite and understanding of social media platforms

Compensation & Benefits :

• Commission
• Comprehensive benefit package Medical, Dental, Vision, 401K plan

Industry related education reimbursement