Associate Insurance Producer / Sales Agent

Evarts Tremaine; Cleveland (OH); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Initial $60,000 - $70,000 Base Salary + Commissions

Dedicated mentor

Comprehensive training programs

Paid Life and Disability Insurance

Aetna Medical Insurance

Dental & vision insurance

401(k) plan with match

Healthy lunches

Paid mileage reimbursement

On-site fitness center

Community volunteer opportunities

Job summary

Evarts Tremaine in Cleveland is looking for an Associate Producer to drive agency growth by building strong client relationships and generating leads. You will actively educate clients about tailored insurance solutions and maintain exceptional service standards.

Required qualifications include a bachelor's degree, relevant experience, and strong interpersonal skills. The role offers a competitive salary of $60,000 - $70,000 with additional commissions, comprehensive training, and a hybrid work model.

Qualifications

• 3-5 years of experience in a business development or sales role.
• Completion of Ohio Property & Casualty Insurance License within 90 days.
• Valid driver’s license and proof of automobile insurance.

Responsibilities

• Actively identify and generate leads through networking and digital marketing.
• Educate potential clients about insurance offerings.
• Conduct thorough assessments of potential clients' needs.
• Present tailored insurance solutions to clients.
• Cultivate and maintain relationships with prospective clients.
• Stay informed about industry trends and competitors.
• Collaborate with the sales team to transition leads into clients.
• Provide regular reports on lead interactions and progress.

Skills

Strong communication skills

Negotiation skills

Interpersonal skills

Self-motivated

Results-oriented mindset

Education

Bachelor's degree in Business, Marketing, or related field

Tools

CRM software

Microsoft Office Suite

Job description

Join our growing and fun-loving team at Evarts Tremaine - an Independent Insurance Agency and Trusted Advisor to families and businesses in over 45 states.

Evarts Tremaine is a leading independent insurance brokerage agency committed to providing tailored insurance solutions to businesses. As an Associate Producer, you will play a vital role in driving the growth of our agency by building strong relationships and identifying opportunities to attract new clients.

Evarts Tremaine is built on shared core values: Authenticity, Innovation, Integrity, Knowledge, Teamwork and Fun!

We are proud to be part of and to support our Cleveland Community.

The Role

• Lead Generation: Actively identify and generate leads through various channels, including networking, cold‑calling, and digital marketing efforts.
• Client Outreach: Initiate contact with potential clients, educate them about the agency's insurance offerings, and establish rapport to create lasting business relationships.
• Needs Assessment: Understand the insurance needs of potential clients by conducting thorough assessments and consultations.
• Solution Presentation: Present tailored insurance solutions to potential clients, addressing their specific needs and providing them with the information required to make informed decisions.
• Relationship Building: Cultivate and maintain relationships with prospective clients, ensuring their needs are met while demonstrating the agency's commitment to exceptional service.
• Market Research: Stay informed about industry trends, competitors, and market developments to identify opportunities for business growth.
• Sales Support: Working alongside a dedicated mentor, collaborate with the sales team to transition leads into clients and assist in the onboarding process.
• Reporting: Maintain accurate records of lead interactions and progress and provide regular reports to the management team.

The Tools

• Bachelor's degree in Business, Marketing, or a related field.
• 3-5 years of experience in a business development or sales role.
• Strong communication, negotiation, and interpersonal skills.
• Ability to build and maintain client relationships.
• Self‑motivated with a results‑oriented mindset.
• Proficiency in CRM software and Microsoft Office Suite.
• Valid driver’s license and proof of automobile insurance.
• Completion of Ohio Property & Casualty Insurance License within 90 days.

The Perks

• Initial $60,000 - $70,000 Base Salary + Commissions
• Dedicated mentor
• Fully paid comprehensive insurance knowledge and sales training programs
• Fully paid Life and Disability Insurance premiums
• Aetna Medical Insurance Program with a generous employer premium contribution
• Dental & vision insurance available
• 401(k) plan with match
• Hybrid remote working model
• Healthy lunches from HarvestOwl
• Paid mileage reimbursement for all work‑related travel at the current IRS standard rate
• On‑site fitness center with free membership
• Community volunteer opportunities

Evarts Tremaine is an equal opportunity employer.