Commercial Lines Producer
The Cross Family of Agencies welcomes you. We need your talent and expertise.
Position Title : Commercial Lines Producer
Basic Duties & Responsibilities :
- Identify, solicit, analyze, and generate commercial lines sales for the company
- Participate in the development of an annual sales marketing plan to meet annual sales goals
- Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business generated or assigned.
- Identify prospect and existing client exposures, make appropriate coverage and product recommendations, and customize insurance programs to eliminate gaps in coverage
- Increase sales opportunities by identifying additional product offerings on existing clients to meet their insurance needs.
- Provide a high level of timely & professional customer service to all prospective and existing clients
- Provide potential clients with the appropriate products in accordance with the company's underwriting rules and procedures to avoid risks and maintain a profitable book of business.
- Maintain client relationships and the retention of accounts through client renewal meetings and adherence to department workflows
- Cooperates in gathering information on renewals with commercial lines team members, supervise delivery of new & renewal business policies and / or binders and collection of premiums in accordance with agency policy & procedures
- Develop long-term relationships with clients, carriers, underwriters, referral partners
- Properly document all sales initiatives and correspondence within the agency management system as well as the CRM sales tools made available for the prospecting of potential clients
- Participates in continuing professional development as required by state licensing requirements and agency procedures and ongoing training of new products
Job Qualifications :
Property & Casualty Insurance LicenseBachelor's degree or equivalent experienceExperience in insurance brokerage, carrier or related business sales experience including calling on senior business executivesPersonable, highly motivated, goal-oriented organized individual that is driven to achieve individual sales goalsStrong communication skills (both oral & written), negotiation, and relationship building skill sets with the ability to close insurance salesExcellent problem-solver who can work well with department team members and senior management and have a top-level executive presenceAdvanced knowledge of Microsoft Office Suite and understanding of social media platformsCompensation & Benefits :
CommissionComprehensive benefit package Medical, Dental, Vision, 401K planIndustry related education reimbursement