Commercial Lines Producer
3.
1 Full-time 12 hours ago Full Job Description Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Purpose:
Increase volume of sales through prospect and new client development; and client retention by managing relationships and collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities.
Essential Duties and
Responsibilities:
Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects.
Establish, cultivate, and manage customer relations with clients, as well as professional relationships with carrier partners and internal resources throughout the organization.
Present and sell new business and renewal proposals, including educational materials for value-add services, to prospective and existing client decision-makers, respectively.
Secure and prepare documentation in the development of new business and renewal proposals and for the negotiation of quotes for placement of coverage by the marketing and service teams.
Conduct risk management surveys, determine insurance coverage needs, develop stewardship reporting and advise existing and prospective clients with insurance coverage options.
Provide continuous professional advice for improving the insurance and risk management programs of existing and prospective clients.
Review and resolve client disputes regarding complex claims.
Follow agency guidelines, policies, and procedures, including but not limited to the Insurance Coverage Review form.
Actively participate in social, civic, trade organizations and industry associates which will assist in promoting Profit Center's image.
Promote teamwork within department and profit center through support, knowledge sharing and a positive attitude.
Promote a commitment to achieve or exceed internal and external performance standards.
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, technology, and continuing education required for valid licensing.
Attend and actively participate in internal and external meetings.
All other duties as assigned.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Competencies:
Resilience:
Steps up to address difficult issues & readily tackles tough assignments.
Drives Results - Consistently achieves results through problem solving.
Instills Trust- Gains the confidence & trust of others through honesty, integrity & authenticity.
Customer Focused - Builds strong relationships and delivers customer centric solution.
Drives Engagement - Helps create a positive and engaging work environment.
Cultivates Innovation - Creates new and better ways for revenue growth and client retention.
Attracts & Develops Talent - Refer top talent and set a positive example for potential new hires.
Decision Quality - Make good and timely decisions that drive efficient workflows.
Communicates Effectively - Delivers communications that convey a clear understanding of the unique needs of different audiences.
Mentorship - Support the growth and development of others through teamwork and knowledge sharing.
Education and
Experience:
Required:
Valid Producer license in good standing, within 90 days of hire.
Preferred:
College Degree in Business Administration, Insurance, Risk Management or related field or equivalent combination of education and experience.
Strong technical knowledge of all lines of insurance coverage.
Familiarity of agency management system and as well as other applications related to insurance sales.
Physical Requirements Necessary for the Position:
Ability to independently visit clients, prospects, and make related calls to others approximately 75% of time.
Ability to travel for industry and carrier events approximately 10% of time.
Ability to perform 15% sedentary work, exerting up to 10 pounds of force occasionally, and exert negligible force frequently; may be asked to exert up to 20 pounds of force periodically, as needed.
Vision sufficient for use of a computer monitor.
Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse and telephone on a constant basis, 7-8 hour per day.
Speech and hearing sufficient for phone and in-person communication.
Physical efforts include repetitive small motor activity, grasping, verbally communicating detailed and important information to others quickly and accurately, stooping, reaching, standing, lifting light objects less than 10 pounds frequently, and climbing occasionally.
This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
We are an Equal Opportunity Employer.
We take pride in the diversity of our team and seek diversity in our applicants.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
1 Full-time 12 hours ago Full Job Description Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Purpose:
Increase volume of sales through prospect and new client development; and client retention by managing relationships and collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities.
Essential Duties and
Responsibilities:
Build a network of professional relationships, identify new leads, and qualify opportunities that meet company standards as prospects.
Establish, cultivate, and manage customer relations with clients, as well as professional relationships with carrier partners and internal resources throughout the organization.
Present and sell new business and renewal proposals, including educational materials for value-add services, to prospective and existing client decision-makers, respectively.
Secure and prepare documentation in the development of new business and renewal proposals and for the negotiation of quotes for placement of coverage by the marketing and service teams.
Conduct risk management surveys, determine insurance coverage needs, develop stewardship reporting and advise existing and prospective clients with insurance coverage options.
Provide continuous professional advice for improving the insurance and risk management programs of existing and prospective clients.
Review and resolve client disputes regarding complex claims.
Follow agency guidelines, policies, and procedures, including but not limited to the Insurance Coverage Review form.
Actively participate in social, civic, trade organizations and industry associates which will assist in promoting Profit Center's image.
Promote teamwork within department and profit center through support, knowledge sharing and a positive attitude.
Promote a commitment to achieve or exceed internal and external performance standards.
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, technology, and continuing education required for valid licensing.
Attend and actively participate in internal and external meetings.
All other duties as assigned.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Competencies:
Resilience:
Steps up to address difficult issues & readily tackles tough assignments.
Drives Results - Consistently achieves results through problem solving.
Instills Trust- Gains the confidence & trust of others through honesty, integrity & authenticity.
Customer Focused - Builds strong relationships and delivers customer centric solution.
Drives Engagement - Helps create a positive and engaging work environment.
Cultivates Innovation - Creates new and better ways for revenue growth and client retention.
Attracts & Develops Talent - Refer top talent and set a positive example for potential new hires.
Decision Quality - Make good and timely decisions that drive efficient workflows.
Communicates Effectively - Delivers communications that convey a clear understanding of the unique needs of different audiences.
Mentorship - Support the growth and development of others through teamwork and knowledge sharing.
Education and
Experience:
Required:
Valid Producer license in good standing, within 90 days of hire.
Preferred:
College Degree in Business Administration, Insurance, Risk Management or related field or equivalent combination of education and experience.
Strong technical knowledge of all lines of insurance coverage.
Familiarity of agency management system and as well as other applications related to insurance sales.
Physical Requirements Necessary for the Position:
Ability to independently visit clients, prospects, and make related calls to others approximately 75% of time.
Ability to travel for industry and carrier events approximately 10% of time.
Ability to perform 15% sedentary work, exerting up to 10 pounds of force occasionally, and exert negligible force frequently; may be asked to exert up to 20 pounds of force periodically, as needed.
Vision sufficient for use of a computer monitor.
Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse and telephone on a constant basis, 7-8 hour per day.
Speech and hearing sufficient for phone and in-person communication.
Physical efforts include repetitive small motor activity, grasping, verbally communicating detailed and important information to others quickly and accurately, stooping, reaching, standing, lifting light objects less than 10 pounds frequently, and climbing occasionally.
This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
We are an Equal Opportunity Employer.
We take pride in the diversity of our team and seek diversity in our applicants.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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