Carroll Insurance Agency is currently seeking qualified candidates for Multi Line Producer in Houston, Texas.
Responsibilities And Duties
- Identify target market segment for commercial insurance sales and develop criteria for prospecting and work with sales center personnel, if one in place, to obtain leads within this market.
- Make prospecting calls assigned by sales center, if one in place, and as necessary to obtain sales goals outlined by Sales Manager.
- Become active in trade associations of targeted markets and promote Carroll Insurance Agency within the organization.
- Obtain and complete applications and forward to sales manager or account manager all information necessary to market the account with insurance carriers.
- Provide risk management advice to prospects and clients.
- Work with Account Manager or Marketing Specialist to negotiate pricing, coverage, commissions, and preparation of proposals.
- Coordinate with Account Manager or Marketing Specialist to ensure that business is written appropriately.
- Make financial arrangements with clients to ensure premium is collected.
- Make follow-up calls on clients to ensure client satisfaction with the insurance program and to determine whether client needs have changed.
- Deliver policies to customers within two weeks of receiving them from service personnel.
- Cross sell accounts for other lines including personal lines, bonds, and financial services.
- Work with Account Manager and Accounting Manager to resolve any questions or collection issues.
- Work with Claims Specialist to insure prompt and timely settlement of loss.
- Promote Carroll Insurance Agency and the insurance industry within the community.
- Pursue a program for personal and professional development.
Qualifications
- College degree desired with professional designation.
- Self-motivated.
- Organized, well-groomed appearance.
- Thorough knowledge of insurance coverage and application.
- Proven ability to close sales.
- Willing and able to travel.
- Holds Texas Property and Casualty License and Life, Accident, Health & HMO.
- Experience and proficiency using Microsoft Word and Excel
- Excellent verbal and written communication skills
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