Commercial Lines Insurance Producer

About the role

Seeking experienced and motivated Commercial Lines Insurance Producers to join a growing team. This role is integral to transforming and elevating the insurance and risk management industry.

Responsibilities

• Meet activity and sales goals as established with management and provide regular updates on progress.
• Identify new leads and gather necessary information for future client appointments.
• Develop, present, and sell new business proposals to prospective clients.
• Ensure compliance with account quality and size standards set by the agency.
• Establish payment arrangements for customers.
• Conduct periodic service and goodwill calls to existing accounts and coordinate customer service requests.
• Provide professional advice and guidance to improve clients' risk management programs.
• Actively pursue the sale of additional coverage and policies to existing customers.
• Collaborate with other producers to share leads and participate in joint sales calls.
• Attend and actively participate in regular sales meetings.
• Build and maintain strong relationships with insurance carriers and company representatives.
• Assist the marketing team in securing and negotiating quotations and coverage placements.
• Achieve educational and professional development goals as set by agency management.
• Maintain a professional demeanor and promote a positive public image for the agency.

Requirements

• 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).
• Proven track record of successful sales and a commitment to high standards of customer service.
• Comprehensive knowledge of commercial property and casualty insurance products.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills to explain complex insurance information clearly.
• Proactive approach to generating new business and retaining existing clients.
• Adequate knowledge of rating procedures, coverages, and industry operations.
• Ability to travel locally to meet with clients and prospects.