What are the responsibilities and job description for the Producer position at Oakbridge Insurance Agency?
The Producer is responsible for generating new commercial lines revenue and developing additional opportunities within existing client relationships. This role leads prospecting, discovery, and proposal development; collaborates with Account Managers, Account Executives, and carrier partners to place coverage; and supports retention through regular client stewardship meetings. Producers are expected to meet activity and sales goals, provide consultative guidance on risk management, and represent Oakbridge with professionalism in the marketplace.
Work Performed- Prospect for new commercial lines opportunities through networking, referrals, centers of influence, and outbound outreach
- Conduct fact-finding meetings to understand client operations, exposures, and insurance needs
- Develop, present, and sell tailored insurance and risk management proposals; negotiate terms and close new business
- Meet activity and sales goals established with leadership; maintain accurate pipeline and production reporting
- Partner with marketing and carrier representatives to obtain indications, quotes, and placements that meet account quality and size standards
- Coordinate with the service team to ensure smooth onboarding, renewal planning, and ongoing account servicing
- Perform periodic service and goodwill calls and participate in regular client stewardship meetings to support retention
- Identify cross-sell and coverage enhancement opportunities within existing accounts
- Collaborate with Life, Health, Benefits and Personal Lines producers on joint opportunities and lead sharing
- Participate in sales meetings, professional development, and community/industry events to strengthen Oakbridge's presence and carrier relationships