Producing Agent

Position Summary : The Producing Agent is responsible for prospecting, soliciting, quoting, and acquiring new customers as well as renewal of current customers.

Will be working with a P&C sales force for leads and cross selling opportunities. Essential Functions and Responsibilities : Responsible for individual and team performance especially when working with the assigned CSR, promoting cooperative and supportive behavior within all positions.

Assists in the performance review processes, improvement plans, corrective action, etc. Ensures professionalism in all aspects of team responsibilities, workflow compliance, attendance, time-off, quality of work, and interactions with clients and markets.

Actively completes individual training, education, and development programs, including individual coaching on an ongoing basis.

Works with their Managing Agent to improve performance, including audits of their work product, as necessary. Develops marketing strategies and promotes all types of new insurance contracts or suggestions, additions / changes to existing ones.

Breeding productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals, etc.

Evaluating business or individual customers’ needs and financial status and proposing protection plans that meet their criteria.

Works with clients to deliver risk management strategies that fit their risk profiles. Reports the progress of monthly / quarterly initiatives to their Managing Agent.

Maintains bookkeeping systems, database, and records. Monitors insurance claims to ensure mutual satisfaction. Achieves customer acquisition and revenue grown objectives.

Constantly updates and increases job knowledge and learns about new products and services, specifically carrier / broker specific products.

Fulfills all policy requirements. Performs any other duties that might be assigned at any given time. Required Skills and Competencies : Education, Experience, and Abilities Bachelor's degree in business preferred.

Excellent communication skills. Self-motivated and goal oriented. Strong organizational and time management skills. Desire to continually learn new products and services.

Current and maintained licensing in Property, Casualty, and Life insurance with continuing education and all or some parts of one or more professional designations.

Proven working experience as an insurance agent or relevant experience. Familiarity with all types of insurance plans (automobile, fire, life, property, commercial and residential, etc.

Demonstrated ability to communicate, present, influence and sell effectively. Experience in delivering client-focused solutions and in creating long-lasting relationships.

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.

The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk.

The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

The employee is occasionally required to work long hours, including evenings and weekends. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Note : Critical features of this job are described above. They may be subject to change at any time. Powered by JazzHR