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Insurance Producer (Sales)
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Job Description
- Generate new business opportunities by actively contacting prospects
- Schedule prospecting appointments to perform interactive sales presentations
- Gather relevant business information to provide quotes tailored to the specific needs of the client
- Network with prospects by building relationships and developing centers of influence with other companies, peers, networking groups, members of other departments, and senior management to maximize results
- Engage a flow of referrals and new business opportunities by utilizing prospecting strategies to increase opportunities
- Recommend additional lines of insurance to clients to ensure appropriate coverage is in place and cross-sell to other departments within the organization
- Build and maintain client relationships and provide oversight to account activity
- Research competition to stay on top of the market
- Utilize the agency management system to document all client and prospect calls and selling activities
- Deliver first-class customer service by communicating clearly with clients to continually set, meet, and exceed expectations
- Incorporate and regularly practice techniques and strategies introduced through sales training to continuously enhance skills and related performance
- Identify target industry niches and build proficiency in them by joining and participating in corresponding associations and networking groups
- Introduce other service departments to clients and quarterback all inquiries to ensure efficient and superior service is provided
- Meet the minimum expectations of Performance Metrics (attached)
- Represent the company in a professional and ethical manner at all times
- Actively participate in sales and company meetings by sharing experiences, account knowledge, selling strategies, etc.
- Perform other specific duties and projects as assigned by Management
- Bachelor’s degree (preferred)
- B2B sales experience (preferred)
- Valid Property & Casualty Licenses- can be obtained upon hire
- Valid Driver’s License and satisfactory driving record
- Excellent written and verbal communication skills
- Strong negotiation skills and attention to detail
- Highly motivated and organized
- Energetic, dedicated team player
- Basic computer knowledge and proficient with Microsoft Office Suite
- Knowledge of Applied Systems EPIC (preferred)
- Flexible Work Schedule
- 401(k) with Match
- Profit Sharing Plan
- Medical
- Dental
- Vision
- LTD
- STD
- Life Insurance
- Accident Insurance
- Critical Illness Insurance
- AD&D Insurance
- FSA
- Identity Theft Insurance
- And more…..
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Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
