Commercial Insurance Sales Producer

Duncan Financial Group; Strongsville (OH); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive Compensation Package

Vision Insurance

Company Paid Disability Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Competitive Compensation Package

Job summary

A leading financial services company in Strongsville is seeking a dynamic Commercial Insurance Sales Producer. The role involves generating new business, managing client relationships, and providing expert risk management advice. Ideal candidates will have sales skills and knowledge of commercial insurance products. Expect a competitive compensation package with various benefits. This is a full-time position that requires local travel and strong customer interaction.

Qualifications

• Proven experience as an Insurance Producer or Account Manager in the insurance industry preferred.
• Ability to handle multiple client requests and opportunities simultaneously.
• Self-motivated and results-driven individual.
• Ability to generate opportunities and close deals.

Responsibilities

• Identify and target potential commercial clients through various prospecting methods.
• Build and maintain strong, long-term relationships with clients.
• Stay informed about industry trends and regulatory changes affecting commercial insurance.
• Prepare and present insurance proposals to prospective clients.
• Maintain new business pipeline in the CRM system.
• Collaborate with marketing to support prospecting efforts.
• Share leads with other lines of business to grow account penetration.
• Build and maintain long‑term client relationships.
• Conduct regular reviews of clients' programs to ensure coverage adequacy and cross/upsell opportunities.

Skills

Client relationship management

Sales acumen

Understanding of commercial insurance

Communication skills

Self-motivation

CRM usage

Independent and team work

Education

Valid Property & Casualty License

Tools

Applied Epic

HubSpot

Microsoft 365

Job description

Job Summary

We are seeking a dynamic and results‑driven Commercial Insurance Sales Producer to join our team. The successful candidate will be responsible for generating new business opportunities, managing client relationships, and providing expert risk management advice on commercial insurance products. This role demands a combination of sales acumen, product knowledge, relationship‑building skills, and a thorough understanding of the insurance industry to succeed in a competitive environment. 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

Sales and Business Development

• Identify and target potential commercial clients through various prospecting methods including networking, trade shows, cold calling, and referrals.
• Work with VP Sales to develop and implement effective sales goals and strategies to achieve new business.
• Conduct thorough needs assessments to understand clients' insurance requirements and recommend appropriate coverage options.
• Prepare and present insurance proposals to prospective clients, highlighting the benefits and value of our insurance solutions.
• Keep accurate records and maintain your new business sales pipeline in our Customer Relationship Management (CRM) system.
• Work with marketing to provide guidance on specific markets to support your ongoing prospecting efforts.
• Share leads with other lines of business within the organization to grow our account penetration with multiple service lines.

Client Relationship Management

• Build and maintain strong, long‑term relationships with clients to ensure their ongoing satisfaction and loyalty.
• Serve as the primary point of contact for clients, addressing their questions, concerns, and service needs promptly.
• Conduct regular reviews of clients' insurance programs to ensure continued adequacy of coverage and identify opportunities for cross‑selling and up‑selling additional products.
• Communicate with account managers to be able to provide the highest level of service for clients and maintain industry standard retention rates.

Market and Industry Knowledge

• Stay informed about industry trends, market conditions, and regulatory changes affecting commercial insurance.
• Develop and maintain strong relationships with insurance carriers and underwriters to negotiate favorable terms and conditions for clients.
• Attend industry events, conferences, and training sessions to enhance professional knowledge and network with industry peers.

Documentation and Compliance

• Ensure all client records are accurately maintained in accordance with company policies and regulatory requirements.
• Prepare and submit all required documentation for new business, policy renewals, and endorsements in a timely manner.
• Collaborate with internal teams, including account managers and support staff, to ensure seamless service delivery to clients.

Qualifications

• Proven experience as an Insurance Producer, Account Manager, or similar role in the insurance industry preferred.
• Valid Property & Casualty License, or the ability to obtain within the first 30 days of employment.
• Knowledge of commercial insurance products, including property, liability, workers' compensation, and specialty coverages is ideal but will train and mentor.
• Proficiency in insurance management software (Applied Epic), CRMs (i.e., HubSpot) and Microsoft 365.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Self‑motivated and results‑driven with the ability to generate commercial insurance opportunities and close deals.
• Ability to handle multiple client requests and opportunities simultaneously and turn them around in a short period of time.
• Ability to work independently and as part of a team.
• Local travel will be required.
• Employment is contingent upon successful completion of a criminal background check, as permitted by law.

Hours

Monday-Thursday, 8:30am-5:00pm; Friday, 8:30am-4:30pm

Benefits

• Competitive Compensation Package
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

Additional Information

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third‑party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Employment Information

Seniority level: Associate

Employment type: Full‑time

Job function: Sales, Customer Service, and Consulting

Industries: Insurance and Insurance Agencies and Brokerages