Producer I

Business Development

• Prospect and generate new commercial lines clients through networking, referrals, and direct outreach.

Sales & Consultation

• Meet with business owners and decision-makers to assess risks, understand coverage needs, and present tailored insurance solutions.

Client Relationship Management

• Serve as the primary point of contact for clients, ensuring excellent service and high retention.
• Partner with account managers and service teams to deliver day-to-day policy support.

Market & Carrier Collaboration

• Work with carrier representatives and underwriting teams to secure competitive pricing and coverage options.

Renewal & Cross-Selling

• Carry out annual policy reviews, identify coverage gaps, and cross-sell additional products (home, auto, life) where appropriate.

Compliance & Documentation

• Maintain accurate records of prospecting, sales activity, and client communications in the agency management system.