Commercial Lines/Ag Producer
Burns Insurance Agency LLC · Agency, IA · 1 wk ago
FinanceFull-time
About the role
Responsible for the sale of insurance to qualified business clients and prospects to ensure continued profitable agency growth according to specific goals. Familiarity with the dairy/ag industry is a plus.
Responsibilities
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and Burns Insurance colleagues.
- Maintain complete and accurate files and input necessary data on the company's agency management system.
- Actively contact prospects, schedule appointments, make sales presentations, and close on new business accounts, balancing production to achieve desired mix of business.
- Develops new business from existing accounts and contributes to meeting departmental production goals.
- Identifies and follows-up on cross-selling opportunities when appropriate.
- Execute daily job responsibilities, including responding to voice mail, email, and client inquiries in a timely manner.
- Complete applications for Account Managers to submit to appropriate markets.
- Maintain service standards as outlined in the procedure manual.
- Maintain confidentiality requirements regarding insurance coverage.
Skills
- Client-focused.
- Superior customer service and problem-solving skills.
- Superb communication skills.
- Computer savvy – Microsoft Office products.
- Collaboration skills.
- Takes initiative and exhibits self-motivation.
- Active listener.
- Growth mindset.
- Attention to detail.
Qualifications
- High School diploma or equivalent.
- Hold Wisconsin insurance license or obtain within first 90 days of employment.