Licensed Insurance Agent - Sales & Marketing
The Licensed Insurance Agent - Sales & Marketing is responsible for marketing and servicing a well-established commercial lines book of business while driving new business opportunities. This role combines strong marketing expertise, carrier relationship management, and client servicing with a focus on delivering optimal insurance solutions. The ideal candidate has deep knowledge of the Louisiana insurance marketplace and extensive experience in commercial lines.
Key Responsibilities
Book of Business Management & Marketing:
Market and manage an established #1MM commission book of commercial business.
Submit applications to carriers/markets and proactively follow up to secure the most competitive and appropriate programs for insureds.
Maintain full knowledge of Louisiana insurance markets, including appetite, pricing trends, and underwriting requirements.
Leverage existing relationships with carriers and brokers utilized by the agency to optimize placement outcomes.
Sales & Client Acquisition:
Identify and prospect potential clients through inbound and outbound methods (calls, emails, networking events, etc.).
Conduct needs assessments to recommend appropriate insurance coverage options (life, health, home, auto, etc.).
Manage a portfolio of clients, provide policy updates and renewals, and manage claims as needed.
Create a spreadsheet of all quotes and follow up on them
Turn the completed file over to the Producer to set appointments
Negotiate terms and pricing
Marketing Strategy Development:
Partner with Producers to identify target markets and develop strategies to promote agency products and services.
Order and send loss runs to markets
Execute and manage digital marketing campaigns (social media, email marketing, online advertising).
Analyze marketing performance metrics and adjust strategies for improved results.
Customer Support & Relationship Management:
Provide excellent customer service to existing clients by addressing their inquiries, offering policy upgrades, and providing consultation services.
Foster strong relationships with clients to ensure long-term retention and satisfaction.
Compliance & Documentation:
Ensure adherence to all state (Louisiana) and federal insurance regulations.
Maintain accurate client interactions, insurance policies, and marketing results records.
Required Qualifications
Active Property & Casualty Producer License
Minimum 10 years of experience in marketing and servicing commercial lines
Demonstrated expertise in Louisiana insurance marketplace
Proven experience managing and marketing a book of business
Strong knowledge of carrier markets and underwriting processes
Effective negotiation, communication, and relationship management skills
Strong organizational and multitasking abilities
Preferred Qualifications
Experience in both insurance sales and marketing roles.
Existing working relationships with Louisiana carriers and brokers
Familiarity with CRM software, email marketing platforms, and social media management tools
Bachelor's degree in marketing, business, or a related field.
Benefits
Employee Health Benefits (medical, dental, vision)
401(k) Retirement Plan
Employer-paid Group Life Insurance
Paid Time off
Paid Holidays
Paid Bereavement
Gym Membership Reimbursement

Senior Commercial Lines Marketing Specialist
Choice Financial Group · Metairie, LA, USA ·
- Job type:
- Full Time