Commercial and Personal Lines Insurance Producer

High & Rubish Insurance Agency; Chapel Hill (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

High and Rubish Insurance Agency in Chapel Hill, NC, seeks an in-person multi-lines producer to drive new business and retain clients. You will prospect, present, and close sales while balancing production across personal and commercial lines.

The role emphasizes quota attainment, strong communication, and knowledge of insurance products. A license is preferred, and prior agency experience is valued.

Qualifications

• Minimum 3 years of demonstrated, measurable sales success.
• Excellent communication and organizational abilities with strong sales acumen.
• Knowledge of risk assessment and management techniques is a plus.
• State license(s) preferred; college degree highly desirable.

Responsibilities

• Actively contact prospects, schedule appointments, make sales presentations, and close on new business.
• Balance production to achieve desired mix of business and meet goals.
• Maintain prospect lists and manage client accounts for renewal opportunities.
• Prepare applications for Account Managers and assist with market submissions.
• Attend sales meetings and contribute to sales initiatives and projects.
• Record activities and documentation in agency management system.

Skills

Sales experience

Communication skills

Organization

Prospecting

Risk assessment

Education

State license(s)

College degree

Tools

Prospecting software

Job description

High and Rubish Insurance Agency is a well-established independent insurance agency in Chapel Hill, NC. We are looking for a career-oriented individual to join the agency as an in-person multi-lines producer.

PRIMARY ROLE:

Sell insurance to qualified prospects to ensure continued profitable agency growth and reach specific goals. Prospect for new clients, sell additional coverage to existing clients, and retain existing assigned accounts.

PERFORMANCE STANDARDS:

Develop and implement an approved sales business plan with formal coaching based on global agency sales goals. Meet established annual sales goals.

DUTIES:

• Actively contact prospects, schedule appointments, make sales presentations, and close on new business accounts. Balance production to achieve desired mix of business.
• Maintain prospect list of clients of agency's targeted business
• Complete applications for Account Managers to submit to appropriate markets
• Arrange payment terms for all accounts in accordance with agency credit and collections policy
• Cooperate in gathering information on assigned accounts for renewal marketing and handling per agency procedures. Deliver policies and/or binders on assigned accounts, following agency guidelines and time frames.
• Attend sales seminars, company sales meetings, and educational activities needed to improves sales techniques and stay up to date on the latest developments in the marketplace
• Participate in and organize special projects
• Work with existing agency personnel to jointly accomplish sales goals
• Diligently maintain records in the agency management system, including documenting and attaching all files, notes, and correspondence

Qualifications & Education

• Appropriate state license(s) preferred
• Minimum 3 years of demonstrated, measurable sales success
• A designation, including AAI, CIC, ARM, or CPCU is highly desirable.
• Extensive knowledge of all lines of personal and commercial insurance, including sophisticated and less common coverages, especially products that the agency carries, is highly desirable.
• Excellent communication, organization, and understanding of sales methodology is required. Understanding of prospecting software tools is desirable.
• Familiarity with risk assessment and risk management techniques
• College degree highly desirable

Our agency desires a sales-minded candidate who will produce business over many years. Prior insurance knowledge is preferable, however formal training would be scheduled for the right career-oriented candidate.