Producer I

Key Responsibilities

• Build and maintain a strong prospect pipeline through cold calling, referrals, and approved lead sources
• Obtain, prepare, and follow up on underwriting, rating, and other necessary information for new submissions and account retention
• Complete applications and perform basic risk analysis for both new and existing accounts as needed
• Execute assigned components of the agency’s strategic sales plan with coaching and leadership support
• Collaborate with marketing and support teams to ensure timely, accurate, and complete submissions
• Represent carrier partners, preferred vendors, and the organization professionally in all interactions
• Maintain a strong focus on accuracy and compliance to minimize errors and omissions exposure
• Actively pursue personal and professional development through required coursework, licensing, and career pathways

Qualifications

• Active insurance license (or ability to obtain within a specified timeframe)
• Strong communication and relationship-building skills
• Self-motivated with a results-driven sales mindset
• Able to manage multiple priorities and meet deadlines
• Detail-oriented with a commitment to accuracy and compliance
• Proficiency in Microsoft Office and the ability to learn the sales software

What We Offer

• Competitive compensation structure
• Ongoing training, coaching, and professional development
• Supportive team environment with dedicated service and marketing resources
• Benefits (health, dental, vision, etc.)