Title : Commercial Lines Producer
Reports to : Chief Operating Officer
Supervisory Role : No
Mountcastle Insurance is a privately owned, independent insurance agency with offices in Lexington, Mount Airy, and Winston-Salem, NC. Mountcastle has provided insurance services in the Triad since 1890 serving commercial, group benefits, and personal lines clients.
Responsible for developing and executing sales strategies to meet or exceed monthly and annual sales goals by generating leads through networking, prospecting, referrals and account rounding.
ESSENTIAL JOB FUNCTIONSBuilds strong relationships with potential and existing clients to identify and meet their insurance needs.Use prospecting strategies (networking, cold calls, etc.) to generate leads and meet set number of monthly qualified appointments.Conduct needs assessments, provide insurance proposals, and recommend coverage options.Work in conjunction with the account management team to service current clients.Collaborates with underwriters to ensure client satisfaction.Strives to increase knowledge and / or enhance skills through continuing education by attending industry events, conferences, trade shows, etc. as well as participating in regular sales training & other professional development activities.OTHER REQUIREMENTSNorth Carolina Property & Casualty License