Multi-Line Producer

Carroll Insurance Agency is currently seeking qualified candidates for Multi Line Producer - Sales in Houston, Texas.

Responsibilities

• Identify target market segment for commercial insurance sales and develop criteria for prospecting and work with sales center personnel, if one in place, to obtain leads within this market.
• Make prospecting calls assigned by sales center, if one in place, and as necessary to obtain sales goals outlined by Sales Manager.
• Become active in trade associations of targeted markets and promote Carroll Insurance Agency within the organization.
• Obtain and complete applications and forward to sales manager or account manager all information necessary to market the account with insurance carriers.
• Provide risk management advice to prospects and clients.
• Work with Account Manager or Marketing Specialist to negotiate pricing, coverage, commissions, and preparation of proposals.
• Coordinate with Account Manager or Marketing Specialist to ensure that business is written appropriately.
• Make financial arrangements with clients to ensure premium is collected.
• Make follow-up calls on clients to ensure client satisfaction with the insurance program and to determine whether client needs have changed.
• Deliver policies to customers within two weeks of receiving them from service personnel.
• Cross sell accounts for other lines including personal lines, bonds, and financial services.
• Work with Account Manager and Accounting Manager to resolve any questions or collection issues.
• Work with Claims Specialist to insure prompt and timely settlement of loss.
• Promote Carroll Insurance Agency and the insurance industry within the community.
• Pursue a program for personal and professional development.

Qualifications

• College degree desired with professional designation.
• Self-motivated.
• Organized, well-groomed appearance.
• Thorough knowledge of insurance coverage and application.
• Proven ability to close sales.
• Willing and able to travel.
• Holds Texas Property and Casualty License and Life, Accident, Health & HMO.
• Experience and proficiency using Microsoft Word and Excel.
• Excellent verbal and written communication skills.