Commercial Lines Insurance Producer

Responsibilities

• Maintain and exceed sales targets as set by management.
• Identify and qualify potential clients, gather necessary information, and schedule appointments.
• Develop and present new business proposals to prospective clients.
• Ensure all client accounts are compliant with agency standards.
• Create and maintain payment plans for clients.
• Contact existing clients regularly to provide service and address their needs.
• Offer professional advice to help clients improve their risk management strategies.
• Pursue additional coverage and policies for existing clients.
• Collaborate with other producers to share leads and participate in joint sales efforts.
• Attend and contribute to regular sales meetings.
• Build and maintain relationships with insurance carriers and representatives.
• Aid the marketing team in securing and negotiating quotes and coverage placements.
• Achieve personal development goals set by agency management.
• Present a professional and positive image for the agency.

Qualifications/Requirements

• A bachelor’s degree in business or finance (preferred).
• 3-5+ years of experience in commercial property and casualty insurance agency sales (preferred).
• Professional designations (highly desirable).
• Property, Casualty, Life & Health licenses (a significant plus).
• A proven track record of successful sales and a commitment to high standards of customer service.
• Comprehensive knowledge of commercial property and casualty insurance products.
• The ability to manage multiple tasks effectively in a fast-paced environment.
• Strong written and verbal communication skills to explain complex insurance information clearly.
• A proactive approach to generating new business and retaining existing clients.
• Adequate understanding of rating procedures, coverages, and industry operations.
• The ability to travel locally to meet with clients and prospects.