Commercial Lines Insurance Producer

Commercial Lines Insurance Producer

Job Summary

Seeking experienced and motivated Commercial Lines Insurance Producers to join a growing team. This role is integral to the mission of transforming and elevating the insurance and risk management industry. As a Commercial Lines Insurance Producer, you will be responsible for soliciting and selling new business, developing additional revenue from existing clients, and ensuring the highest level of service and retention through collaboration with account managers and service teams.

Responsibilities

As a Commercial Lines Insurance Producer, your key responsibilities will include:

• Meeting activity and sales goals as established with management and providing regular updates on progress.
• Identifying new leads and gathering necessary information for future client appointments.
• Developing, presenting, and selling new business proposals to prospective clients.
• Ensuring compliance with account quality and size standards set by the agency.
• Establishing payment arrangements for customers.
• Conducting periodic service and goodwill calls to existing accounts and coordinating customer service requests.
• Providing professional advice and guidance to improve clients' risk management programs.
• Actively pursuing the sale of additional coverage and policies to existing customers.
• Collaborating with other producers to share leads and participate in joint sales calls.
• Attending and actively participating in regular sales meetings.
• Building and maintaining strong relationships with insurance carriers and company representatives.
• Assisting the marketing team in securing and negotiating quotations and coverage placements.
• Achieving educational and professional development goals as set by agency management.
• Maintaining a professional demeanor and promoting a positive public image for the agency.

Qualifications/Requirements

The ideal candidate will possess the following qualifications and skills:

• A bachelor’s degree in business or finance (preferred).
• 3-5+ years of experience in commercial property and casualty insurance agency sales (preferred).
• Professional designations (highly desirable).
• Property, Casualty, Life & Health licenses (a significant plus).
• Proven track record of successful sales and a commitment to high standards of customer service.
• Comprehensive knowledge of commercial property and casualty insurance products.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills to explain complex insurance information clearly.
• Proactive approach to generating new business and retaining existing clients.
• Adequate knowledge of rating procedures, coverages, and industry operations.
• Ability to travel locally to meet with clients and prospects.

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