Insurance Producer

Polly; Town of Fishkill (NY); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

HSA, FSA and commuter benefits

Flextime PTO and holidays

Parental leave with baby cash

401(k) matching

Job summary

Polly is seeking a proven Insurance Producer to drive revenue by expanding the book of business and delivering exceptional client service. You will identify and bind new policies while managing an existing client portfolio.

You’ll generate leads, evaluate needs, prepare quotes, cross-sell, and close sales, all while maintaining strong relationships with carriers and internal teams in a hybrid work setting.

Qualifications

• Active Property and Casualty License required.
• Minimum 2 years of Insurance sales experience.
• Superior personal lines knowledge and strong closing skills.

Responsibilities

• Generate leads and prospect new clients via calls, networking, referrals.
• Evaluate client needs and recommend appropriate coverage.
• Prepare quotes, cross-sell lines, and close sales.
• Explain insurance concepts clearly and convert prospects to policyholders.
• Deliver superior service throughout the policyholder lifecycle.
• Communicate with clients, carriers, and internal partners.
• Identify opportunities and adapt to changing markets.

Skills

Insurance sales

Client relationship management

Cold calling

Cross-selling

Negotiation

Time management

Education

Property and Casualty License

Tools

AMS

PLrater

Job description

The Producer drives revenue growth by selling insurance products, building strong client relationships, and delivering exceptional service. This role combines sales expertise, insurance knowledge, and a customer-first mindset to meet client needs and achieve sales targets.

Unlike service-oriented roles, the Producer is focused on growth and market expansion. The Producer is responsible for identifying, soliciting, and binding new insurance business while maintaining a portfolio of existing clients.

WHAT YOU’LL DO:

• Generate leads and prospect new clients through cold calling, networking, community involvement, and referrals.
• Evaluate clients' insurance needs and recommend appropriate coverage.
• Prepare personalized insurance quotes, cross-sell additional lines of coverage, and close sales.
• Pitch insurance products, explain complex insurance concepts in clear terms, and convert prospects into policyholders.
• Deliver superior service to clients throughout the policyholder lifecycle.
• Communicate effectively with clients, carriers, and internal partners.
• Demonstrate resourcefulness in solving client problems and identifying new opportunities.
• Adapt to changing situations, markets, and client needs.

Key Performance Indicators:

• New business premium: The total value of new policies written during a specific period
• Retention Rate: the percentage of existing clients who renew their polices year over year
• Unlike service-oriented roles, the Producer is focused on growth and market expansion.
• The Producer is responsible for identifying, soliciting, and binding new insurance business while maintaining a portfolio of existing clients.

WHAT YOU NEED TO SUCCEED:

• Active Property and Casualty License
• Minimum of 2 years of Insurance sales experience
• Superior personal lines insurance knowledge
• Ability to successfully work independently and manage workload and priorities
• Solid computer, grammar and multi-tasking skills
• Strong attention to detail with time management and decision-making skills
• Proven ability to be persuasive; persistent and confident in closing a sale
• Self-driven initiative to follow up with warm leads and close sales
• Previous experience thriving in a high-volume and fast paced work environment
• Prior experience selling Insurance at an Independent Agency preferred
• Prior experience with AMS and PLrater preferred
• Fluent Spanish speaker preferred

WORK AND LIFE BALANCED, WE’RE HERE FOR YOU:

• Medical, dental and vision insurance
• HSA, FSA, Dependent Care FSA and Commuter pre-tax benefit
• Flextime PTO and generous holiday time
• Paid Parental leave + baby cash
• Matching 401(k) contributions
• Life & disability Insurance
• Hybrid Work Options

Polly is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status as defined by federal, state or local law.

About Polly

Polly delivers unexpected value by embedding insurance into life's biggest purchases. As the leading embedded automotive insurance marketplace, Polly seamlessly integrates coverage options from 40+ insurance carriers into the automotive buying experience at thousands of dealerships across the country, delivering savings to consumers when they need it most. With more than $11 billion in coverage placed, shoppers trust Polly for instant quotes, immediate coverage, and expert live agents. Experience the unexpected value of embedded auto insurance at Polly.co.