Commercial Lines Producer

Risk & Insurance Consultants: The Westmeyer Group; Durham (NC); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Health insurance

Training & development

Vision insurance

Job summary

Risk & Insurance Consultants, Inc. is seeking a Commercial Lines Producer to maintain and maximize profitable relationships with commercial clients and grow the book through new client sales. The role requires strong insurance knowledge, proven sales ability, and a commitment to client service.

Key duties include identifying opportunities, delivering timely quotations, and supporting renewals. Flexible work-from-home options are available to fit candidates’ needs in a growing, client-focused

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience.
• Bachelor’s Degree or comparable work experience.
• Valid driver’s license and dependable transportation.
• Strong knowledge of insurance products, rating, underwriting, coverages, and industry operations.
• Proven B2B sales success with ability to close deals.
• People-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Excellent time management and organizational skills, with strong written and verbal communication.

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
• Actively partner, network, and plan for new clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved, and document sales activity in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain CE and stay informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.

Skills

Insurance licensing

Commercial lines knowledge

Sales experience

Relationship building

Communication

Time management

Education

Bachelor’s degree or equivalent

Tools

Agency management systems

Job description

Benefits:

• Bonus based on performance
• Dental insurance
• Health insurance
• Training & development
• Vision insurance

Job Description

The Commercial Lines Producer at Risk & Insurance Consultants, Inc. is responsible for maintaining and maximizing profitable relationships with commercial lines clients and growing the book of business through new client sales.

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Actively partner, network, and plan for new clients and business opportunities.
• Monitor, review, and report on key metrics to ensure sales targets are achieved, and execute sales activity documentation in a timely, accurate, and professional manner.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Review client audits, verify and facilitate corrections as needed and maintain A/R and billing

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
• Possess a valid driver’s license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base.
• Have a proven track record of business to business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems.

Flexible work from home options available.