Commercial P&C Producer
GuideStone Financial Resources · Dallas, TX · 3 wk ago
HybridArt & CreativeFull-time
What We Offer You!
- A generous benefits package
- Flexible work schedules
- The opportunity to be involved in community outreach
- Tuition reimbursement
What You'll Do:
Lead Generation & Prospecting:
- Execute comprehensive prospecting strategies across multiple channels
- Conduct discovery meetings to assess pain points, insurance needs, coverage gaps, and decision-making processes
- Develop and execute account-based marketing strategies for key prospect targets
- Leverage internal CRM tools and sales intelligence platforms to optimize prospecting efficiency
- Evaluate inbound leads to ensure alignment with agency underwriting criteria and market availability, prioritizing opportunities that contribute to profitable new business growth
- Collect and analyze required underwriting inputs—including exposure data, operational details, and loss history—to support precise and complete carrier submissions
Proposal Development & Presentation:
- Collaborate with internal teams to prepare and provide insurance marketing materials, applications, quotes, and proposals
- Create and deliver targeted proposals to the ministry, developing compelling value propositions that differentiate the agency’s capabilities and carrier relationships and detailing coverage, limits, deductibles, and pricing
Market Intelligence & Carrier Relations:
- Stay current on market conditions, carrier appetite changes, regulatory changes, and emerging coverage needs through ongoing education and events
- Maintain expertise in specialized markets and industry segments
Client Transition & Handoff:
- Manage sales cycle from initial contact through binding, maintaining detailed opportunity tracking
- Execute seamless account transition to Account Management team upon binding, providing comprehensive client background, preferences, and service expectations
- Attend key industry engagements, including conferences, conventions, and other events as needed
What You'll Need:
- Bachelor’s degree and/or minimum 2-5 years of sales experience, P&C sales experience preferred
- Valid Property & Casualty (P&C) License preferred; Excess & Surplus Lines (E&S) License preferred
- Candidates not currently licensed must be able to obtain all required licenses within 60 days of hire
- Active state of residence Property and Casualty license and the ability to be licensed in additional states as required
- Professional sales training or certifications valued
- Strong knowledge of commercial insurance products, coverages, and rating methodologies
- Extensive knowledge of GuideStone P&C insurance options, the legal and compliance requirement for such plans, how they operate, the strengths and weaknesses of the plans and how they relate to competitors’ products and services preferred
- Proven track record of consistently meeting or exceeding sales quotas
- Demonstrated capability to actively seek out and secure sales using methods such as cold calling, networking, and business development activities
- Excellent presentation and negotiation skills, both verbally and written, with comfort in front of the client and senior sales leaders
- Proficiency in Microsoft Office Suite; experience with Applied Epic or similar AMS preferred; CRM platform (Dynamics) proficiency for client communication and activity tracking
- Strong organizational and time management abilities
- High energy, self-motivated individual with strong work ethic
- Strategic prospecting and networking with ability to build C-suite and/or small business relationships
- Detail-oriented and committed to necessary process and documentation
- Ability to travel for client meetings, conferences, and educational events (up to 25%)
- Must have complete confidentiality regarding GuideStone business matters.