Commercial Producer
Choice Financial Group · North Miami Beach, FL · 7 mo ago
Art & CreativeFull-time
Primary Responsibilities & Essential Functions
- Maintain current location book of business and roll into standard markets from excess and surplus where necessary.
- Achieve new business sales goals annually.
- Cross-selling between departments.
- Generate new business leads and appointments to include networking events.
- Complete quoting process using knowledge of SC markets and technical expertise to provide a solution prospect.
- Work collaboratively with the account management team to maximize results.
- Use leads to establish contact and schedule appointments.
- Meet with prospective clients.
- Meet with existing clients to perform annual reviews.
- Must conduct phone prospecting, face-to-face prospecting, and social media efforts.
- Conduct a sales presentation with the intent of selling an insurance product.
- Provide claim assistance to clients.
- Solicit referrals from clients.
Experience & Qualifications
- College degree and/or one year of experience in commercial lines or equivalent education and related training.
- Thorough knowledge of commercial insurance and marketing processes.
- Strong verbal and written interpersonal communication skills.
- Ability to work with minimum supervision.
- Sales driven
- Must be licensed in the state
- Maintain Errors & Omissions Insurance
- Ability to pass a background check.
- Meet state continuing education requirements
- Ability to utilize computer programs and understand functionality.
- Exceptional interpersonal skills.
- Friendly and professional demeanor.
- Excellent presentation skills.
- Advanced knowledge or rating procedures, coverages, and industry operations to manage, maintain, and write assigned client and prospect lists effectively.
Benefits
- Employee Health Benefits (medical, dental, vision)
- 401(k) Retirement Plan
- Paid time off
- Paid holidays
- Paid Bereavement
- Gym membership reimbursement
- Employee Referral Bonus