The Producer position is sales-oriented, requires advanced communication skills, and a thorough knowledge of insurance products available through the agency. The Producer is responsible for pursuing and closing sales of new and existing commercial lines and retaining a book of business. The Producer performs the essential functions of the position noted below while meeting the quality and service standards developed by the agency.
Essential Duties & Responsibilities
Implement a growth strategy involving both new business and net book growth.
Identification and prospecting of potential new policyholders
Consultatively sell a wide array of insurance solutions and risk services to new and assigned customers with a support team of experts and skilled professionals to assist.
Meet aggressive new business revenue goals through the development of one or two niches within the market.
Manage assigned book of business and client needs.
Improve client value proposition through the development of Proactive Services and building Proactive Timelines for high-ranking clients
Continuously develop and apply product knowledge, market changes, and underwriting skills to provide recommendations and suggestions regarding a client’s insurance program.
Engage with clients (in person, via telephone conversations, or email) to discuss service needs.
Execute on daily, weekly, and monthly prospect development activities.
Identification of exposures for the proper programming of an insurance program.
Secure and develop the underwriting data necessary for complete submissions that meets agency underwriting guidelines for quality production.
Execution of an annual stewardship meeting with each client.
Organize and direct monthly meetings with production teammates.
Management of accounts receivable issues for your book of business.
Compliance with all agency underwriting and operational guidelines.
Utilization of agency contact management system for all development activity.
Develop relationships with and maintain communication with insurance carriers.
Stay informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques.
Support full utilization of automation system including a personal commitment to technology capabilities where needed.
Perform other duties and projects as assigned.
Attend company sponsored seminars to attract and retain clients.
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Essential Duties & Responsibilities
Implement a growth strategy involving both new business and net book growth.
Identification and prospecting of potential new policyholders
Consultatively sell a wide array of insurance solutions and risk services to new and assigned customers with a support team of experts and skilled professionals to assist.
Meet aggressive new business revenue goals through the development of one or two niches within the market.
Manage assigned book of business and client needs.
Improve client value proposition through the development of Proactive Services and building Proactive Timelines for high-ranking clients
Continuously develop and apply product knowledge, market changes, and underwriting skills to provide recommendations and suggestions regarding a client’s insurance program.
Engage with clients (in person, via telephone conversations, or email) to discuss service needs.
Execute on daily, weekly, and monthly prospect development activities.
Identification of exposures for the proper programming of an insurance program.
Secure and develop the underwriting data necessary for complete submissions that meets agency underwriting guidelines for quality production.
Execution of an annual stewardship meeting with each client.
Organize and direct monthly meetings with production teammates.
Management of accounts receivable issues for your book of business.
Compliance with all agency underwriting and operational guidelines.
Utilization of agency contact management system for all development activity.
Develop relationships with and maintain communication with insurance carriers.
Stay informed regarding insurance technical knowledge, market trends, agency automation, company information, and other operating techniques.
Support full utilization of automation system including a personal commitment to technology capabilities where needed.
Perform other duties and projects as assigned.
Attend company sponsored seminars to attract and retain clients.
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