Property Casualty Producer
CalNonprofits Insurance Services · Capitola, CA · 10 mo ago
RemoteRemoteArt & CreativeFull-time
About the role
We are seeking a driven and client-centric individual to join our dynamic team. This position offers competitive compensation, an attractive commission structure, and a supportive, diverse, people-first culture.
Responsibilities
- Create and execute a business development plan to drive new business, build a book of business, and meet production goals.
- Partner with the customer service team to support our nonprofit clients.
- Manage your book of business to maintain as close to 100% client retention as possible.
- Build relationships with carriers to stay on top of new products, trends, underwriting requirements, loss control, and risk management.
- Identify and pursue business opportunities with prospects; build strong relationships with clients and provide consultation on their individual challenges.
- Coordinate with account managers and customer service reps to ensure a first-class experience from start to finish.
- Engage in networking opportunities by attending industry events, getting involved in the local community, and asking for referrals from current customers.
- Present proposals clearly and effectively so that clients are able to understand their coverage details.
- Identify opportunities to cross-sell additional lines of insurance where appropriate and applicable.
Requirements
- Strong knowledge of industry regulations, trends and technology.
- Growth mindset, positive attitude, and client-centric work ethic.
- Thrives on autonomy and in a high-volume environment.
- Proven track record in identifying prospects through demand-generation channels and cold-calling.
- Strong verbal and written communication skills.
- Highly organized and strong time management skills.
- Unshakeable demeanor and ability to "get past no."
- Ability to network at all levels and influence decision-making.