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
Conference Producer at MA Exhibitions developing international aviation conferences. Engaging industry speakers and driving revenue through compelling agenda creation.
Multimedia Content Producer creating video and photo content for Risevest's marketing efforts. Collaborating on investment education projects and supporting customer engagement initiatives.
Producer overseeing project management and team collaboration at Avalanche Studios. Leading development and facilitating progress toward game development success in Stockholm.
Associate Producer managing guest bookings for Bitcoin Magazine's live studio show. Responsible for sourcing, scheduling, and preparing high - profile guests in a fast - paced environment.
Lead Producer overseeing production of campaigns for Sky Bet, Gaming, and Flutter brands. Collaborating with Creative, Brand, Digital and Media teams for successful delivery.
Associate Producer managing social - first content production for Voy. Overseeing shoots, edits, and creative coordination in a growing healthcare platform.
Licensed Sales Producer responsible for serving customers through insurance products across multiple states. Flexible hybrid working environment with opportunities for personal and professional growth.
Commercial Lines Producer/Risk Advisor responsible for new insurance account production and sales in the United States. Engaging in market research and maintaining a profitable book of business.
Production Manager overseeing plant production and employee development initiatives at Dura - Line. Leading operational excellence with a focus on quality, safety, and efficiency in a manufacturing environment.