What are the responsibilities and job description for the Inside Sales Producer position at Windward Risk Managers?
Description
Position Summary:
The Producer is an insurance sales position within The Windward Agency, a wholly owned subsidiary of Florida Peninsula. The producer is expected to market and sell personal and commercial lines including life insurance by generating leads, following up on referrals, and expanding existing relationships by cross selling to current customers.
Essential Functions
Required Education and Experience:
Position Summary:
The Producer is an insurance sales position within The Windward Agency, a wholly owned subsidiary of Florida Peninsula. The producer is expected to market and sell personal and commercial lines including life insurance by generating leads, following up on referrals, and expanding existing relationships by cross selling to current customers.
Essential Functions
- Sell insurance policies to potential and existing customers
- Respond to leads in a timely manner from various sources, including referrals, internet requests, and phone calls
- Understand needs, provide quotes, and follow up to bind coverage and close sales
- Provide insurance advice and explanations as needed to customers to ensure understanding
- Build relationships with local referral resources
- Manages a book of business; updates policy information as needed, handles renewals, cross sells new or enhanced coverage
- Ensures policies are aligned with customer needs
Required Education and Experience:
- FL 220, 2044 & 215 License
- Knowledge of HawkSoft a plus
- High school diploma, or equivalent
- Excellent communication and problem-solving skills required
- Self-motivated and detail oriented
- Excellent computer skills including Microsoft Office (Word, Excel, PowerPoint) and Outlook
- 2 years’ insurance sales experience including commercial and life