Commercial Lines Producer

Commercial Lines Producer

The Commercial Lines Producer is responsible for selling new business to ensure continued profitable growth for the agency and duties include, but are not limited to, prospecting for new clients, selling additional coverages to existing clients, and retaining existing accounts to achieve personal production goals.

Essential functions include : contacting prospects, scheduling appointments, and making sales presentations; developing prospecting programs and follow-ups for maximum results; maintaining a prospect list of clients for the target business; balancing production to achieve the desired mix of business; coordinating production efforts with marketing and service staff; accurately and thoroughly completing survey and application forms; conducting periodic meetings with account managers; arranging payment terms for all accounts; gathering information on renewals; delivering renewals and / or binders following agency guidelines; remaining abreast of trends and techniques to maintain a competitive status for the agency within the industry; attending sales seminars, company sales meetings, or educational activities to improve sales techniques; and reviewing all agency activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions.

Additional responsibilities include : this job description is intended to describe the level of work required; essential functions are outlined; however, other duties may be assigned as needs arise; and specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

Knowledge, skills, and abilities include : excellent presentation skills with the ability to influence others; excellent listening and sales skills; commercial lines product knowledge, as well as knowledge of agency systems and company relationships; ability to work within a fast-paced, changing priority environment; self-motivated, with the initiative to prioritize and be self-directed; effective organizational skills and the ability to respond to requests effectively and efficiently; ability to carry out detailed written or verbal instructions with multiple variables; regular and punctual attendance; ability to communicate effectively, both verbally and in writing; excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers across all levels; ability to promote and maintain a team environment; willing to find accommodating solutions for customers, companies, and the agency; ability to successfully adhere to company policies and procedures; and maintain strict confidentiality.

Qualifications include : 3-5 years of sales experience with proven sales success; all licenses required by the State Department of Insurance; college degree and CPCU, CIC, and ARM designations preferred.

Working conditions and reasonable accommodations include : fast-paced, multi-tasking office environment with periodic high disruption and changing priorities; ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently; ability to lift up to 20 pounds occasionally; requires operation of a computer workstation, including keyboard and video display; all requirements may be modified to reasonably accommodate physical or mental impairment.