Commercial Insurance Sales Producer
Heffernan Insurance Brokers · Santa Barbara, CA · 2 mo ago
On-siteArt & Creative$65k–$85k/yrFull-time
Responsibilities
- Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals
- Support clients and partner with them when selecting and designing their insurance product needs
- Call on to educate and suggest additions or enhancements to existing insurance programs
- Meet with existing clients to perform annual reviews of current insurance offering
- Answer inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information
- Work closely with Account Management team to offer quality day to day service to client
- Attend industry networking events, trade shows and conventions
- Track all sales activity using Huddle
- Attend sales meetings, both locally and nationally as necessary
- Attend ongoing industry continuing education courses to improve technical knowledge
- Develop long-term relationships with clients, carriers, and HIB Producers
- Special projects and other duties as assigned
Requirements
- 2+ years of relevant sales experience required
- Insurance industry experience preferred
- Established clientele preferred
- Excellent verbal and written communication skills
- Excellent interpersonal and customer service skills
- Strong analytical and problem-solving skills
- Thorough understanding of equipment, product, industry, and/or services provided to clients
- High School graduate or GED required
- Excellent communication skills, both verbal and written
- Must be highly organized
- Must be a team player and enjoy a team-based work environment
- Must be proficient in MS Office, notably Outlook, PowerPoint, Excel
- Must embody the Heffernan Habits as illustrated herein
Pay
The base salary range for this position is $ 65,000 to $ 85,000. Additional incentive compensation eligibility. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors.
Benefits
Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.