Jobs · Business Development

Property & Casualty Producer/Insurance Consultant - Peoria/Washington, IL

TROXELL · Peoria, IL · 11 mo ago
Business DevelopmentFull-time

About the role

The Property and Casualty Producer/Insurance Consultant at Troxell Insurance Agency is responsible for attracting and retaining new clients. This role involves working closely with clients, insurance company contacts, and prospects to provide comprehensive customer service and sales support.

Responsibilities

  • Works with service support staff to complete carrier submissions and answer client questions about policy applications and likelihood of acceptance.
  • Maintains extensive contact with clients, insurance company contacts, prospects, service line personnel, and division managers to facilitate appropriate and comprehensive product customer service.
  • Maintains and monitors expiration listings and participates in renewal collaboration with service personnel, following up as necessary 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.
  • Identifies and assesses client needs, develops coverage proposals, and conducts detailed surveys to identify customer insurance needs, reviews existing policies, risk plans, property, products, and records.
  • Works independently with limited supervision, maintaining positive staff relationships within a teamwork environment.
  • 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

  • High school graduate or GED, with advanced training at the technical business or college level preferred.
  • Three years prior work experience in sales, insurance industry, or a related field preferred.
  • Ability to pursue and close sales.
  • Excellent verbal and written communication skills and enjoyment of working with people in a high-volume customer service environment.
  • Ability to be highly organized, yet flexible in dealing with shifting priorities and fluctuating workloads.
  • Desire to learn and expand knowledge within the industry while learning about clients' specific needs.
  • Basic familiarity with computers and office equipment, experience with Windows applications such as Microsoft Excel and Word, and the Internet desired.
  • Must be able to secure and maintain insurance licensure, at company expense.
  • Expected to travel to client offices and networking events.

Qualifications

  • Full-time position.
  • Moderate to heavy travel required.

Skills

  • Excellent verbal and written communication skills.
  • Ability to work independently with limited supervision.
  • Basic computer skills and knowledge of Windows applications.
  • Ability to secure and maintain insurance licensure.

Benefits

Troxell Insurance Agency offers a competitive starting salary plus production bonus with a comprehensive benefit package. The fine print includes reasonable accommodations for individuals with disabilities, potential for more hours than normal during a regular workweek, and eligibility for commission in addition to base pay. The company is an equal opportunity employer.

Pay

Competitive starting salary is dependent on experience and current clientele. Additional details are provided in the fine print.

Schedule

The position is remote, with moderate to heavy travel required.

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