LPL Producer responsible for developing and selling new business revenue for an insurance brokerage. Collaborating with clients and internal teams to achieve sales goals and maintain client relationships.
Responsibilities
Responsible for the development and successful acquisition of new business revenue from new and existing clients.
Prospect sectors or market areas by identifying business needs and proposing company products and services.
Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or through personal visits.
Maintain currency and further develop expertise in declared sector or market area by networking and participating in professional development activities.
Work in tandem with the Commercial Lines Team for proposals, RFPs etc. with a clear course of action noted.
Develop, present and sell new business proposals to appropriate prospects.
Gather necessary information and develop, deliver and sell renewal proposals.
Comply with account quality and size standards established by the agency.
Perform periodic service calls on all accounts and provide or coordinate customer service requests.
Conduct client coverage reviews and determine insurance coverage needs based on sound principles and updated legal requirements as well as carrier rulings by state.
Sell additional coverage to existing clients.
In conjunction with the service team, manage ICR process.
Attend and actively participate in regular sales meetings.
Participate in the overall agency effort to develop and maintain strong company relationships through positive contacts with company representatives.
Assist the marketing department in the securing and negotiation of quotations and the placement of coverage with appropriate insurance carriers.
Achieve annual sales goals and provide regular feedback to the Sales Manager and Profit Center Leader on progress toward those goals.
Achieve educational and professional development goals established by agency management.
Leverage CRM to identify, target, and contact prospective clients.
Ensure CRM is maintained with all activity on a regular basis.
Maintain a professional demeanor and actively support and promote a positive public image for the agency.
Pursues a course of personal, professional development.
Requirements
Bachelor’s degree or experience to commensurate the same.
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
2+ years experience functioning in an insurance agency or carrier including sales experience
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
Strong technical knowledge of the industry of expertise currently being targeted.
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
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