Multi-Line Insurance Producer Job at Duncan Financial Group in Moon

Duncan Financial Group is seeking a dynamic and results-driven Multi-Line Insurance Producer to join our team. The successful candidate will be responsible for generating new business opportunities, managing client relationships, and providing expert advice on small business commercial, personal, farm and life insurance products.

The Multi-Line Insurance Producer plays a vital role in driving revenue growth for the agency by acquiring and retaining clients. Their success directly influences the agency’s core revenue, profitability, client retention rates, and market position.

Job Summary

We are looking for someone that can be a trusted advisor, with the ability to assess and address varying degrees of client needs while producing consistent business results.

Responsibilities

• Prospecting & Lead Generation : Proactively generate new business in personal lines, small business, farm, and life insurance through self-sourcing, call-ins, and website inquiries.
• Client Data Collection : Gather necessary information from clients to facilitate accurate quoting for all lines of business.
• System Entry & Data Management : Use developed intake forms and accurately enter client information into Epic, ensuring all pipeline opportunities are properly tracked in Epic Opportunities and HubSpot.
• Carrier Interaction & Quoting : Request quotes from multiple carriers for applicable lines of business, aiming to consolidate as many lines of business with one carrier whenever possible.
• Policy Issuance : Obtain signed applications and applicable down payments to bind coverage.
• Internal Transfer : Provide background information to the Small Business Unit (SBU) or Farm Account Manager (AM) upon completion of new business and transfer for ongoing service.
• Monoline Policies : Avoid writing monoline policies unless supported by business from other departments.
• Collaboration : Work with and refer opportunities to other lines of business sales team members when required.

Customer Renewal Management

Qualifications

Benefits

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