What are the responsibilities and job description for the Personal Lines Insurance Digital Sales Producer position at Leavitt Group Agency Association?
Leavitt Group Central ( LGC) is looking for a Personal Lines Digital Sales Producer to either work remotely or in our Cedar City, UT location.
As a representative of LGC, the Producer must maintain a positive, professional image as well as exemplify the department’s standards for client service. The Producer must have a working understanding of the range of products and services offered and maintain a P&C Insurance License. Sales will consist of developing new accounts, quoting new business coverages, discussing coverages, recommending coverages, and binding with carriers.
DUTIES AND RESPONSIBILITIES
- Help leads and prospects make an informed decision to purchase insurance by providing accurate and helpful guidance.
- Follow company policies and procedures.
- Finalize quotes and Transition prospects to Account Managers team once sold.
- Know the various company products, underwriting requirements, binding authority, policy forms, rating software programs, and competitiveness in the marketplace.
- Developing new business by providing accurate quotes in a timely manner, preparing proposals, completing company required forms and requests, submitting account information to the company, providing the customer with appropriate documentation, and verifying documents received from the company are accurate.
6. Achieve the new business, cross sell and up sell goals.
7. Attend Team meetings and take educational classes.
COMPETENCY
1. Anticipate, meet and/or exceed customer needs, wants and expectations.
2. Able to convince others to change the way they think, believe or behave.
3. Demonstrate self-control and an ability to manage time and priorities.
4. Take initiative in learning and implementing new concepts, technologies and/or methods.
5. Write clearly, and understandably
6. Effectively communicate, build rapport and relate well to clients and associates.
7. Energetically focus efforts on meeting goals and objectives.
8. Ability to read and interpret documents such as policy forms, customer contracts, lease agreements etc.
9. Ability to calculate figures and amounts such as discounts, interest and commissions and percentages.
Candidates with a Property and Casualty license are encouraged to apply. This position will provide a competitive hourly base and a monthly commission based on production. The Leavitt Group also offers health benefits and a 401 K with company matching.
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