Property & Casualty Producer - Bloomington, IL
TROXELL · Bloomington, IL · 10 mo ago
Art & CreativeFull-time
About the role
At Troxell, our mission is to educate, advocate and protect our people. We empower our team to create wow, earn trust, work together, and embrace innovation.
Responsibilities
- Works with service support staff to complete carrier submissions and to answer client questions about policy applications and likelihood of acceptance.
- Maintains extensive contact in person, by phone and mail (electronic/postal), with clients, insurance company contacts, prospects, service line personnel, and division managers to facilitate appropriate and comprehensive product customer service.
- Monitor expiration listings and participate in renewal collaboration with service personnel, follow-up as appropriate to seek information for renewal submissions with contacts.
- Provides guidance, assistance, and follow-up customer service to established clients and prospective customers.
- Schedules appointments, solicits quote opportunities, and conducts product orientation sessions.
- Prepares sales proposals and marketing information including coverages, limits, deductibles, exclusions, and cost comparisons. Delivers and discusses information with clients or prospects.
- Responsible for sales of new and renewal product lines business, calling on clients and prospects, identifying and assessment of client needs, and development of coverage proposals.
- Conducts detailed surveys to identify customer insurance needs, reviews existing policies, risk plans, property, products, and records.
- Expected to achieve annual producer sales plan objectives.
- Maintains electronic and/or paper production files in an orderly, timely manner to ensure follow-up on outstanding or pending business matters.
- Attends sales meetings as required.
- Keeps informed through vigilant review and appraisal of industry development and competitive markets, participates in carrier and agency training meetings and sessions, and maintains appropriate licensure.
Requirements
- Must be a High School graduate or GED, while advanced training at the technical business, or college level is highly desired.
- Three years prior work experience in sales, insurance industry or a related field is preferred.
- Ability to pursue and close sales.
- Excellent verbal and written communication skills and enjoy working with people in a high-volume customer service environment.
- Able to be highly organized/flexible with shifting priorities and fluctuating workloads.
- Desire to learn/expand knowledge within the industry while learning about clients’ specific needs.
- Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedure/policy manuals, and apply within prescribed routines and practices.
- Self-motivated with the ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
- Must possess basic familiarity with computers and office equipment, experience with Windows applications such as Microsoft Excel and Word, and the Internet are highly desired.
- Ability to secure and maintain insurance licensure, at company expense.
- Travel to client offices and networking events will be expected.
Qualifications
- Must be able to work independently with limited supervision.
- Must be able to work flexible hours and travel as needed.
- Must have strong interpersonal and communication skills.
- Must be able to manage multiple tasks and prioritize effectively.
Skills
- Strong sales and customer service skills.
- Excellent communication and organizational abilities.
- Ability to work independently and manage multiple tasks.
- Knowledge of insurance policies and procedures.
- Basic computer skills, including proficiency in Microsoft Office.
Benefits
- Health, Dental, & Vision Coverage
- 401(k) with Employer Match
- Hybrid Work Options
- Generous PTO + Paid Holidays
- Paid Parental Leave
- Tuition Reimbursement + 100% Paid Licensing & CE
- Referral Bonuses (for people and business!)
- Career Growth & Professional Development
- Fun Team Events & Community Involvement
Pay
Competitive starting salary is dependent on experience and current clientele. Eligible for commission in addition to base.
Schedule
Typically performed in an office setting with moderate travel required.