Producer

Essential Functions

• Leverages personal networks, local connections and community partners to generate new business opportunities.
• Marksets insurance risks to companies in accordance with the practices, policies, and procedures of the company and in compliance with industry law.
• Sales, service, and solicitation of all forms of insurance business.
• Maximizes growth and client retention through superior customer service.
• Develops accounts and leverages cross-selling opportunities for available products and services.
• Generates and pursues new client opportunities; brings new business prospects to closure.
• Represents Dodge Partners Insurance services and solutions at prospect meetings.
• Builds and maintains strong business-to-business relationships to support long-term client retention.
• Actively manages and updates expiration lists using both internal databases and external sources.
• Provides prompt follow-up on client referrals to ensure a high level of service and engagement.
• Conducts targeted prospecting calls to identify business needs and growth opportunities.
• Gathers information to prepare competitive quotes and markets accounts to carriers, collaborating with support staff as needed.
• Keeps current on industry trends and regulatory changes; actively pursues ongoing professional development and continuing education.
• Works with the Account Managers to complete pre-underwriting, information gathering, submissions, coverage analysis, and proposal presentations as needed.
• Effectively builds relationships with insurance company underwriters through a pattern of professional risk submissions, company visits, and negotiations.
• Accurately maintains prospects, new, and renewal business in the agency management system.

Required Skills / Abilities

• Strong proficiency in Microsoft Office products.
• Experience using Agency Management System Software.
• Highly organized with strong time management skills.
• Deadline-driven.
• Excellent written and verbal communication skills.
• Ability to work in a group or independently.
• Excellent prioritization skills, sense of urgency, and ability to work efficiently under time constraints.
• Strong problem solving and negotiation skills.

Special/Physical Requirements

Office attendance: Hybrid/Remote schedule available once training in successfully completed. Some travel opportunities for professional development and industry training.