Producer - Account Executive

Key Responsibilities

• Build and maintain strong relationships with existing clients.
• Act as the primary point of contact for client inquiries, concerns, and policy renewals.
• Conduct regular meetings and check-ins with clients to assess their needs and provide appropriate solutions.
• Identify and pursue new business opportunities through prospecting, networking, and referrals.
• Develop and implement effective sales strategies to achieve revenue targets.
• Collaborate with internal teams to customize insurance solutions based on client needs.
• Conduct thorough risk assessments for clients to understand their insurance needs.
• Analyze client policies and coverage to identify gaps and recommend appropriate adjustments.
• Prepare and present insurance proposals to clients, outlining coverage options and premiums.
• Coordinate policy issuance, endorsements, and renewals in collaboration with underwriters and administrative staff.
• Ensure accuracy and completeness of client documentation and records.
• Stay updated on industry trends, regulations, and compliance standards.
• Ensure adherence to legal and regulatory requirements in all client interactions and transactions.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• Proven experience in insurance sales or account management, preferably in a brokerage or agency environment.
• Strong understanding of insurance products, coverages, and risk management principles.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Proficiency in MS Office Suite and insurance management software.

Required Experience

• Entry Level (0-2 years)

Required Education

• High School Diploma/GED

Benefits

• None

Compensation

• Commission