Insurance Producer

INSURANCE PRODUCER

PRIMARY ROLE:

Sell new business to ensure continued profitable growth according to specific goals. Prospect for new clients, sell additional coverages to existing clients, and retain existing accounts.

PERFORMANCE STANDARDS:  

Meet specific objectives for production of new business.  Work with Account Managers as appropriate to retain current clients.

QUALIFICATIONS:

Product knowledge, college degree preferred.  Prior sales/production and marketing/underwriting experience.  Excellent communication skills essential. License required.  API, AAI, ARM, or CPCU completion preferred. 

DUTIES:

• Develop and implement an approved sales business plan, based on global agency sales goals. Meet annual sales goals. 
• Actively cross sell and refer prospects to the appropriate department.
• Maintain prospect list of clients for agency's targeted business in agency prospect system. 
• Contact prospects, schedule appointments, and make sales presentations.
• Complete applications, quotations, and proposals in appropriate carrier proprietary system or agency management system. 
• Arrange payment terms for all accounts in accordance with agency credit and collections policy.
• Cooperate in gathering information on renewals as needed (this will be unusual except on the largest accounts).  
• Balance production to achieve desired mix of business.  
• Arrange for smooth handoff of new accounts to Personal Lines Account 
• Keep abreast of trends and techniques, and use agency selling aids to maintain a competitive status for the agency within the industry.
• Attend sales seminars, company sales meetings, or educational activities needed to improve sales techniques and stay up-to-date on the latest developments in the marketplace. 
• Participate in/direct any special projects at management’s request.