Insurance Producer

Trustomega; Rancho Murieta (CA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Career development

Job summary

Trustomega is seeking an Insurance Producer to drive new business and manage client relationships across California. You will assess client needs, present tailored insurance solutions, and collaborate with underwriters to ensure accurate policy issuance.

The role emphasizes proactive outreach, excellent communication, and a focus on renewals and referrals. The ideal candidate has experience in insurance sales, strong product knowledge across property, casualty, life, and health lines, and holds

Qualifications

• Proven experience in insurance sales, financial services, or a related field.
• Strong knowledge of property, casualty, life, and health insurance products.
• Excellent communication and interpersonal skills.
• Ability to build rapport and establish trust with clients.
• Goal-oriented with a track record of meeting or exceeding sales targets.
• Valid insurance license in the relevant state (or willingness to obtain one).
• Strong organizational and time management skills.

Responsibilities

• Identify and develop new business opportunities through networking, referrals, and outreach activities.
• Conduct needs assessments to understand clients' insurance requirements.
• Provide clients with information on insurance products, coverage options, and policy terms.
• Prepare and present tailor-made insurance solutions to clients.
• Maintain accurate records of client interactions, transactions, and financial data.
• Stay up-to-date with industry trends, regulations, and product knowledge.
• Collaborate with underwriters and insurance carriers to ensure seamless policy issuance.
• Foster and nurture long-term relationships to encourage renewals and referrals.

Skills

Insurance sales

Communication

Relationship building

Time management

Licensing readiness

Job description

**Job Title: Insurance Producer**

We are looking for a dynamic and motivated Insurance Producer to join our growing team. As an Insurance Producer, you will play a crucial role in our organization, helping clients find the best insurance solutions to meet their needs. You will be responsible for generating new business, maintaining client relationships, and providing exceptional customer service.

**Key Responsibilities:**

• Identify and develop new business opportunities through networking, referrals, and outreach activities.
• Conduct thorough needs assessments to understand clients' insurance requirements.
• Provide clients with information on insurance products, coverage options, and policy terms.
• Prepare and present tailor-made insurance solutions to clients, ensuring their needs are met effectively.
• Maintain accurate records of client interactions, transactions, and financial data.
• Stay up-to-date with industry trends, regulations, and product knowledge.
• Collaborate with underwriters and insurance carriers to ensure seamless policy issuance.
• Foster and nurture long-term relationships with clients to encourage renewals and referrals.

**Qualifications:**

• Proven experience in insurance sales, financial services, or a related field.
• Strong understanding of various insurance products, including property, casualty, life, and health insurance.
• Excellent communication and interpersonal skills.
• Ability to build rapport and establish trust with clients.
• Goal-oriented with a track record of meeting or exceeding sales targets.
• Valid insurance license in the relevant state (or willingness to obtain one).
• Strong organizational and time management skills.

**Compensation and Benefits:**

• Competitive salary with commission and bonus opportunities.
• Comprehensive benefits package including health, dental, and vision insurance.
• Opportunities for professional development and career advancement.
• Supportive and inclusive work environment.