Commercial Insurance Sales Producer

About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Commercial Insurance Sales Producer

Job Summary:

We are seeking a dynamic and results-driven Commercial Insurance Sales Producer to join our team. The successful candidate will be responsible for generating new business opportunities, managing client relationships, and providing expert risk management advice on commercial insurance products. This role demands a combination of sales acumen, product knowledge, relationship building skills, and a thorough understanding of the insurance industry to succeed in a competitive environment. We are looking for someone that can be a trusted advisor, with the ability to assess and address varying degrees of client needs while producing consistent business results.

Responsibilities:

Sales and Business Development:

• Identify and target potential commercial clients through various prospecting methods including networking, trade shows, cold calling, and referrals.
• Work with VP Sales to develop and implement effective sales goals and strategies to achieve new business.
• Conduct thorough needs assessments to understand clients' insurance requirements and recommend appropriate coverage options.
• Prepare and present insurance proposals to prospective clients, highlighting the benefits and value of our insurance solutions.
• Keep accurate records and maintain your new business sales pipeline in our Customer Relationship Management (CRM) system.
• Work with marketing to provide guidance on specific markets to support your ongoing prospecting efforts.
• Share leads with other lines of business within the organization to grow our account penetration with multiple service lines.

Client Relationship Management:

• Build and maintain strong, long-term relationships with clients to ensure their ongoing satisfaction and loyalty.
• Serve as the primary point of contact for clients, addressing their questions, concerns, and service needs promptly.
• Conduct regular reviews of clients' insurance programs to ensure continued adequacy of coverage and identify opportunities for cross-selling and up-selling additional products.
• Communicate with account managers to be able to provide the highest level of service for clients and maintain industry standard retention rates.

Market and Industry Knowledge:

• Stay informed about industry trends, market conditions, and regulatory changes affecting commercial insurance.
• Develop and maintain strong relationships with insurance carriers and underwriters to negotiate favorable terms and conditions for clients.
• Attend industry events, conferences, and training sessions to enhance professional knowledge and network with industry peers.

Documentation and Compliance:

• Ensure all client records are accurately maintained in accordance with company policies and regulatory requirements.
• Prepare and submit all required documentation for new business, policy renewals, and endorsements in a timely manner.
• Collaborate with internal teams, including account managers and support staff, to ensure seamless service delivery to clients.

Qualifications:

• Proven experience as an Insurance Producer, Account Manager, or similar role in the insurance industry preferred
• Valid Property & Casualty License, or the ability to obtain within the first 30 days of employment
• Knowledge of commercial insurance products, including property, liability, workers' compensation, and specialty coverages is ideal but will train and mentor
• Proficiency in insurance management software (Applied Epic), CRMs (i.e., HubSpot) and Microsoft 365
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships
• Self-motivated and results-driven with the ability to generate commercial insurance opportunities and close deals
• Ability to handle multiple client requests and opportunities simultaneously and turn them around in a short period of time
• Ability to work independently and as part of a team
• Local travel will be required
• Employment is contingent upon successful completion of a criminal background check, as permitted by law

Hours: Monday-Thursday, 8:30am-5:00pm; Friday, 8:30am-4:30pm

Office Location: 10950 Pearl Road, Suite A-6, Strongsville, OH 44136 (Hybrid Work Options Available)

Benefits:

• Competitive Compensation Package
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.