COMMERCIAL LINES PRODUCER

Royal American; Tallahassee (FL); Hybride; USD 45 000 - 50 000; Plein temps

Résumé du poste

Royal American in Tallahassee, FL seeks an Experienced Commercial Lines Producer to drive revenue through sales of Property & Casualty insurance products. The role demands excellent communication, relationship-building, and the ability to close new and existing accounts.

Key duties include prospecting, developing proposals, quoting and placing new business, negotiating coverage, and coordinating with Account Managers while adhering to agency procedures and regulatory requirements.

Qualifications

• Active 2-20 license required to practice in Florida.
• Proven ability to prospect, present proposals and close insurance sales.
• Strong communication and relationship-building skills with clients.

Responsabilités

• Prospect new business by phone, mail, referrals or other marketing methods.
• Follow up on referrals within designated time frames.
• Develop and convey formal insurance proposals with coverages, limits and deductibles.
• Submit, quote and place new business in line with company appetites.
• Negotiate coverage and pricing to deliver best value to clients.
• Communicate effectively with customers, agency and company staff.
• Provide accurate risk data, loss history and underwriting details.
• Conduct client appointments to assess needs and present renewals.
• Introduce Account Manager to clients and involve them in service.
• Support cross-sell opportunities via mutual referrals.
• Adhere to agency workflows and maintain client documentation.
• Comply with licensing and regulatory requirements; attend meetings.

Connaissances

Prospecting & lead gen

Communication skills

Customer service

Relationship building

Formation

High School Diploma or equivalent

1-3 years sales experience in insurance

Active 2-20 Insurance License

Description du poste

Job DetailsLevel: ExperiencedJob Location: PFI Tallahassee Office - Tallahassee, FL 32308Position Type: Full-Time (30 + hours/week)Education Level: 2-20 Insurance LicenseSalary Range: $45,000.00 - $50,000.00 SalaryTravel Percentage: Not applicableJob Shift: DaysJob Category: Sales

The Commercial Lines Producer generates revenue through the sales of Commercial Lines Property and Casualty insurance products. Sales-focused position requiring advanced communication skills and a thorough knowledge of insurance products. Capable of pursuing and closing sales for new and existing Commercial lines accounts.

The Commercial Lines Producer is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.

Essential Job Duties and Responsibilities:

• Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines.
• Follow up on referrals provided by agency team within designated time frame.
• Develop and convey formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.
• Submit, rate, quote and place quality new business in accordance with agency and company appetites.
• Negotiate coverage and pricing to provide the best value to the client.
• Communicate effectively with customers, agency and company personnel.
• Provide complete and accurate risk and underwriting information including classification and survey data and loss history to agency and company personnel.
• Conduct client and prospect appointments to assess insurance needs, communicate proposals and renewals, provide coverage and pricing options, explain details and desire to conduct business.
• Introduce Account Manager roles to clients and involve them as a valued member of the agency team.
• Support Commercial Lines and other sales efforts through a mutual referral network to cross sell qualifying business.
• Adhere to agency standards for workflows, procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions.
• Comply with all regulatory requirements regarding licensing, sales and service of Property & Casualty business.
• Complete and maintain required reports and attend all sales and personal lines meetings as required.
• Keep informed of industry developments through community involvement and continuing education.
• Perform other specific duties and projects as assigned by agency management.

Knowledge, Skills and Abilities (KSAs):

• Solid personal character, including strong work ethic, great attitude, and willingness to assist others
• Proficient computer skills, as well as excellent multi-tasking, and organizational skills
• Exceptional customer service skills
• Manage and service current clients, as well as explore and discuss cross-sale opportunities

Education and Experience:

• High School Diploma or Equivalent is required
• 1-3 years sales experience in insurance or industry related field
• Active 2-20 License is required

Physical Demands:

• Must be able work with a computer for a minimum of 7 hours daily either standing or sitting
• Must be able to read printed materials and computer screen with or without MS or other software accessibility functions
• Must be able to effectively communicate in e-mail, by phone, or in person during the course of the workday
• Travel to customers location when needed