Commercial Lines Insurance Producer

About This Role

Serve clients as a Commercial Lines Insurance Producer by developing new business, managing client relationships, and providing consultative risk management solutions.

Responsibilities

• Develop business (new sales, referrals, cross-selling opportunities) by achieving revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
• Build an active pipeline of qualified prospects and document activity, notes, prospect data in sales tracking systems (Salesforce)
• Work with business clients and prospects to understand their needs and develop consultative business solutions
• Develop and execute a business plan based on established sales objectives
• Review existing policy coverages and make recommendations based on strategic understanding of client objectives
• Work as liaison with client service team to accommodate client needs, retain and grow business
• Commit to continual learning and development of sales and technical expertise
• Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues

Requirements

• 3-5 years of proven successful sales or related experience
• Property/Casualty License Required
• Proven ability to achieve established sales quotas
• Excellent interpersonal and communication skills
• Experience using contact management software
• Working knowledge and competency in use of agency management system, Microsoft Word, Microsoft Excel, and other software as required by position
• Ability to use menu-driven software
• Ability to work independently
• Assertive, self-starter
• Ability to influence others
• Good Organizational skills with the ability to manage multiple tasks efficiently
• Must possess a valid drivers license and clean motor vehicle record
• Ability to identify new opportunities in mid-sized and large, complex accounts

Qualifications

• Bachelor's degree, preferred
• 3-5 years of experience in insurance brokerage, carrier, or related business to business sales with a track record of financial success

Nice to Have

• Bachelor's degree
• Insurance sales experience

Skills

* Required skills

Benefits