Commercial Lines Producer

The Jonus Group; Durham (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

The Jonus Group in Durham, NC seeks a Commercial Lines Producer to build and maintain client relationships, assess commercial insurance needs, and craft tailored solutions in a fast-paced environment.

The ideal candidate has at least 2 years in commercial insurance sales, holds a valid Property & Casualty Producer license, and is proficient with CRM systems and underwriting guidelines. Growth opportunities exist in a collaborative team.

Qualifications

• High school diploma or equivalent required; Bachelor’s degree in Business, Finance, Insurance, or related field preferred.
• Must hold a valid state Property & Casualty Insurance Producer license or obtain one within designated timeframe.
• Minimum of 2 years of experience in commercial insurance sales or as an insurance producer.

Responsibilities

• Generate and develop new business opportunities by seeking prospective commercial clients and growing a book of business.
• Build and maintain strong client relationships by understanding insurance needs and delivering tailored solutions.
• Collaborate with account managers and underwriters to ensure efficient handling of client accounts.
• Educate clients on risk, insurance products, and coverage options as a trusted advisor.
• Stay updated on market trends, regulations, and underwriting guidelines to provide accurate advice.
• Prepare and present insurance proposals and policy recommendations, negotiating terms to meet client needs.
• Provide post-sale service including renewals, changes, and claims management.
• Adhere to ethical standards and regulatory requirements while maintaining confidentiality.
• Participate in networking and community events to build relationships and market presence.

Skills

Commercial lines knowledge

Interpersonal skills

Communication skills

CRM proficiency

Time management

Education

Bachelor's degree

High school diploma

Tools

CRM software

Insurance platforms

Job description

Job Description

Commercial Lines Producer

Job Summary

Seeking a dynamic and results-driven Commercial Lines Producer to join a growing insurance team. The successful candidate will play a key role in building and maintaining relationships with clients, identifying commercial insurance needs, and developing customized insurance solutions. This role offers an excellent opportunity to thrive in a fast-paced environment while making a meaningful impact on businesses of all sizes. Adept communication, proactive problem-solving, and strong customer service skills are essential.

Responsibilities

• Generate and develop new business opportunities by actively seeking out prospective commercial clients and growing a book of business.
• Build and maintain strong relationships with clients by understanding their unique insurance needs and delivering tailored solutions.
• Collaborate with internal teams, including account managers and underwriters, to ensure efficient handling of client accounts.
• Act as a trusted advisor, educating clients on risk assessment, insurance products, and coverage options.
• Stay current with market trends, industry regulations, and underwriting guidelines to provide clients with accurate and up-to-date advice.
• Prepare and present insurance proposals and policy recommendations to clients, negotiating terms to meet client needs.
• Provide exceptional post-sale service, including policy renewals, changes, and claims management.
• Adhere to ethical standards and regulatory requirements while maintaining confidentiality and professionalism.
• Participate in networking and community events to build strong professional relationships and establish a presence in the market.

Qualifications / Requirements

• Education & Licensure:
  • High school diploma or equivalent required; Bachelor’s degree in Business, Finance, Insurance, or a related field preferred.
  • Must hold a valid state Property & Casualty Insurance Producer license or be able to obtain one within a designated timeframe.
• Experience:
  • Minimum of 2 years of experience in commercial insurance sales or as an insurance producer, with a proven track record of achieving sales goals.
• Skills & Competencies:
  • Strong knowledge of commercial lines insurance products and markets.
  • Excellent interpersonal, networking, and relationship-building skills.
  • Exceptional verbal and written communication abilities, with the proficiency to explain complex information clearly.
  • Self-motivated, goal-oriented, and able to manage multiple priorities effectively.
  • Proficient in CRM software and other insurance platforms/tools.
  • High attention to detail with strong problem-solving and organizational skills.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.