Jobs · Art & Creative · California

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.

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