Multi-Line Producer

Carroll Insurance Agency; Houston (TX); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Carroll Insurance Agency in Houston, TX seeks a Multi Line Producer - Sales to drive commercial insurance sales. The role requires identifying target markets, making prospecting calls, and promoting the agency within the industry and community.

The candidate should hold Texas Property & Casualty, Life, Accident, Health & HMO licenses, be self-motivated and organized, and have strong communication skills. Travel is required, and you will work with Account Managers to negotiate pricing and

Competenze

• College degree desired with professional designation.
• Self-motivated and organized with a professional appearance.
• Thorough knowledge of insurance coverage and applications.
• Proven ability to close sales and travel as required.
• Holds Texas Property and Casualty License and Life, Accident, Health & HMO licenses.
• Experience with Microsoft Word and Excel; excellent verbal and written communication skills.

Mansioni

• Identify target markets for commercial insurance sales and develop prospecting criteria.
• Make prospecting calls to meet sales goals.
• Promote Carroll Insurance Agency within the industry and community.
• Obtain and forward applications to market accounts with carriers.
• Provide risk management advice to clients and prospects.
• Coordinate pricing, coverage, commissions, and proposals with Account Manager/Marketing Specialist.
• Ensure timely delivery of policies to customers.

Conoscenze

Self-motivated

Organized

Verbal and written communication

Proven ability to close sales

Willing and able to travel

Texas P&C license

Life/Health & HMO licenses

Microsoft Word

Microsoft Excel

Formazione

College degree

Professional designation

Strumenti

Microsoft Word

Microsoft Excel

Descrizione del lavoro

Carroll Insurance Agency is currently seeking qualified candidates for Multi Line Producer - Sales in Houston, Texas.

Responsibilities And Duties

• Identify target market segment for commercial insurance sales and develop criteria for prospecting and work with sales center personnel, if one in place, to obtain leads within this market.
• Make prospecting calls assigned by sales center, if one in place, and as necessary to obtain sales goals outlined by Sales Manager.
• Become active in trade associations of targeted markets and promote Carroll Insurance Agency within the organization.
• Obtain and complete applications and forward to sales manager or account manager all information necessary to market the account with insurance carriers.
• Provide risk management advice to prospects and clients.
• Work with Account Manager or Marketing Specialist to negotiate pricing, coverage, commissions, and preparation of proposals.
• Coordinate with Account Manager or Marketing Specialist to ensure that business is written appropriately.
• Make financial arrangements with clients to ensure premium is collected.
• Make follow-up calls on clients to ensure client satisfaction with the insurance program and to determine whether client needs have changed.
• Deliver policies to customers within two weeks of receiving them from service personnel.
• Cross sell accounts for other lines including personal lines, bonds, and financial services.
• Work with Account Manager and Accounting Manager to resolve any questions or collection issues.
• Work with Claims Specialist to insure prompt and timely settlement of loss.
• Promote Carroll Insurance Agency and the insurance industry within the community.
• Pursue a program for personal and professional development.

Qualifications

• College degree desired with professional designation.
• Self-motivated.
• Organized, well-groomed appearance.
• Thorough knowledge of insurance coverage and application.
• Proven ability to close sales.
• Willing and able to travel.
• Holds Texas Property and Casualty License and Life, Accident, Health & HMO.
• Experience and proficiency using Microsoft Word and Excel
• Excellent verbal and written communication skills