Personal Lines Producer responsible for acquiring new business revenue and maintaining client relationships at a major insurance brokerage. Collaborating with teams and meeting sales objectives.
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 Personal Lines Team for proposals, etc. with a clear course of action noted.
Develop, present and sell new business proposals to appropriate prospects.
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.
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.
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
Internship role focusing on brand management for game franchises at Crystal Dynamics. Building industry skills through hands - on project involvement and mentorship.
Conference Producer curating event agendas for Law Business Research. Engaging with industry leaders and managing events for private client portfolios.
Producer at Maverick Media overseeing creative production and financial management. Act as liaison for clients and ensure projects meet high creative standards, budgets, and deadlines.
Experienced Producer managing property & casualty insurance sales for Brown & Brown. Collaborating with various teams to meet customer needs in a hybrid working environment.
Conference Producer creating engaging B2B conferences at MA Exhibitions. Researching trends and collaborating with teams for successful events in a hybrid setup.
Loan Production Manager driving commercial loan applications from application through preclosing. Join Webster Financial Corporation, a leading commercial bank, to expand your career potential.
Food Production Manager at Aramark ensuring quality culinary experiences and managing kitchen staff. Focused on team development, client relations, and budget management.
Food Production Manager overseeing kitchen operations and food production at Jefferson Torresdale Hospital. Managing staff and ensuring compliance with food service standards and safety regulations.
Web Content Producer creating and managing web pages for GoTo. Collaborating with cross - functional teams to enhance content quality and user experience in a global environment.
Production Manager overseeing productions for the Royal and Ancient Golf organization at IMG. Leading production team and ensuring budget adherence while supporting sustainability initiatives.