Job Description

Our client is seeking an experienced and detail-oriented Insurance Producer who is responsible for generating new business, managing client relationships, and selling insurance products for businesses and organizations. This position focuses on providing tailored insurance solutions for commercial clients, including property, liability, workers' compensation, and other commercial policies. The ideal candidate will have strong sales abilities, industry knowledge, and a passion for building relationships.

Key Responsibilities:

• Prospect, identify, and develop new business opportunities within the commercial line’s insurance market.
• Develop and implement sales strategies to meet or exceed individual and team sales goals.
• Build and maintain a strong pipeline of potential clients through cold calling, networking, referrals, and other lead-generation tactics.
• Present insurance proposals to clients, explaining coverage options, benefits, and terms to secure new accounts.
• Meet with business owners and decision-makers to assess their insurance needs and recommend customized solutions.
• Build long-term relationships with new and existing commercial clients to ensure retention and customer satisfaction.
• Provide ongoing customer service by addressing questions, resolving issues, and managing policy renewals.
• Conduct regular policy reviews with clients to ensure their coverage evolves with their business needs.
• Act as a trusted advisor to clients, offering guidance on risk management and insurance strategies.
• Stay up to date on the latest commercial insurance products, trends, regulations, and industry best practices.
• Analyze client needs and recommend appropriate commercial insurance policies, including property, general liability, professional liability, workers’ compensation, commercial auto, and more.
• Collaborate with insurance carriers and underwriters to design and offer competitive, customized coverage solutions for clients.
• Negotiate premiums, terms, and conditions with insurers to ensure the best possible outcomes for clients.
• Close sales and finalize insurance agreements, ensuring clients’ understanding of policy details and coverage limits.
• Prepare and deliver insurance quotes, proposals, and presentations to clients.
• Maintain accurate and detailed records of client interactions, insurance policies, sales activities, and prospective information.
• Ensure compliance with insurance regulations, company policies, and industry standards during all transactions.
• Process new business applications, policy renewals, endorsements, and cancellations in a timely manner.
• Work closely with account managers, claims adjusters, and other team members to provide seamless service to clients.
• Coordinate with underwriting and other departments to ensure smooth policy issuance and claim resolutions.

Qualifications:

• Bachelor’s degree in business, marketing, or a related field (preferred).
• Active insurance license in commercial lines (or ability to obtain upon hire).
• Strong understanding of commercial insurance products, including property, liability, workers’ compensation, and other business-related coverages.
• Excellent sales, negotiation, and presentation skills.
• Strong interpersonal and communication skills, with the ability to build relationships and connect with business owners and decision-makers.
• Self-motivated, goal-oriented, and able to work independently.
• Proficiency in using CRM software, insurance management systems, and Microsoft Office Suite.
• Knowledge of insurance markets, industry trends, and regulatory changes.

Benefits:

• Competitive salary - $75k +
• Health, dental, and vision insurance.
• Professional development opportunities.

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