Private Client Sales Producer

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Private Client Sales Producer to their Warner Companies team in Timonium, Maryland.

Job Summary:

The Private Client Sales Producer requires a high-level selling ability along with strong marketing skills. The Sales Producer works directly with new business acquisition and is responsible for negotiating and affecting the acquisition and renewal of Private Client accounts/clients. The Sales Producer builds strong relationships with clients and carrier personnel to market negotiate and present solutions.

Essential Functions:

• Works closely with Private Client team to develop sales and retention strategy
• Excellent presentation and public speaking skills
• Develops leads, attend prospect & client appointments while developing client relationship
• Keeps current with markets, products, and guidelines
• Collects detailed risk and underwriting information
• Prepares submission for the marketing of the accounts
• Prepares quotes and analysis as required
• Prepares and presents new/renewal high quality and accurate proposals to the client for presentation
• Participates in marketing meetings; attends carrier meetings/functions
• Identifies and pursues cross sell opportunities
• Develops and maintains open item checklists, timelines, and coordinates meetings to meet the objectives of the client service plans
• Develops strong relationships with clients, carriers, and referral sources (i.e. realtors, mortgage companies, title companies, etc.)
• Continuously networks and identifies opportunities for networking
• Binding and processing of new business
• Open communication with Account Managers and service team regarding pertinent information involving accounts
• Assists in various projects and provide overall support to the sales team

Competencies & Qualifications:

• Strong negotiation, sales management, organizational, multitasking, motivational, verbal and written, problem-solving, comprehension, and self-discipline skills
• Ability to build good working relationships with clients and team members
• Capable and willing to make sound decisions in unusual circumstances
• Detail oriented with excellent follow-up
• Flexible and creative thinker regarding continuous improvements in efficiency and processes
• Ability to analyze and evaluate results to choose the best solutions and solve problems on complex issues
• Ability to handle stress of short time constraints and manage change
• Ability to work as part of a team as well as mentor others

Education & Experience:

• State specific insurance license is required
• 4+ years agency experience with strong sales background
• Willingness to continue education is essential