Insurance Agent / Producer

Elite Synergy Mortgage; Georgia; On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability

Job summary

Elite Synergy Mortgage is seeking Insurance Agents/Producers to grow personal lines business with existing clients and new prospects in Georgia. You will identify opportunities, quote, bind coverage, and manage renewals while maintaining strong client relationships.

Required is a GA Property & Casualty and Life license, a Bachelor's degree or equivalent, a valid driver's license, and proven B2B sales, presentation, and negotiation skills. Proficiency with agency management systems is a plus.

Qualifications

• Hold a Valid GA Property & Casualty and Life insurance license.
• Bachelor’s Degree or comparable work experience.
• Possess a valid driver’s license and reliable transportation.
• Demonstrate knowledge of P&C and Life insurance products, rating, underwriting, coverages, and industry operations.
• Proven B2B sales success with presentation, persuasion, and negotiation skills.
• Be people-oriented, customer-focused, and assertive in developing client relationships.
• Excellent organizational skills, good judgment, and strong written and verbal communication.
• Time management, teamwork, and proficiency with agency management systems.

Responsibilities

• Identify, qualify, and develop personal insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster relationships with clients through regular follow-up, timely quotations, and general account support.
• Prospect round accounts and seek increases in existing coverage; network for new clients.
• Obtain best coverage and rates, quote, bind insurance, and coordinate inspections and documentation.
• Support renewal and retention and maintain strong client relationships.
• Monitor metrics to ensure sales targets are met and document activity professionally.
• Collaborate with team, mentor staff, and participate in meetings.

Skills

P&C license

Life license

Account management

Driver's license

B2B sales

Presentation skills

Negotiation

Customer focus

Written and verbal communication

Team player

Education

Bachelor's degree or equivalent

Tools

Agency management systems

Job description

Job Description

Job Description

Benefits/Perks:

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

Job Description

We Insure One Stop a sister company to Elite Synergy Mortgage is currently recruiting Insurance Agents/Producers responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client sales.

Responsibilities:

• Identify, qualify, and develop personal 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 prospect round accounts, and solicit increases in existing client coverage as well as network for new clients, including win backs.
• Obtain best coverage/rate for insured, process quotes, and bind insurance coverage; follow up as necessary with inspection, photos, and other documentation. Present policies to insured and educate them on coverages and rates.
• Foster and maintain excellent relationships with customers and prospects through regular follow-up, timely quotations, and general account support.
• Support and prepare clients for renewal and retention, and maintain strong client relationships.
• Anticipate, respond to, and follow up on all existing client needs.
• 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.
• 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.

Qualifications:

• Hold a Valid GA Property & Casualty and Life insurance license
• 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 P&C and Life insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an 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.