Multi-Line Producer

Carroll Insurance Agency; Houston (TX); On-site; USD 50,000 - 80,000; Full time

Job summary

Carroll Insurance Agency is seeking a qualified candidate for the Multi Line Producer position in Houston, Texas. The role involves identifying target markets, managing client relationships, and providing risk management advice. Candidates should have a college degree, Texas Property and Casualty License, and proven sales abilities. Proficiency in Microsoft Word and Excel is also required. Join Carroll Insurance Agency to contribute to our growth while developing your professional skills.

Qualifications

• Desired college degree with professional designation.
• Holds Texas Property and Casualty License and Life, Accident, Health & HMO.
• Proven ability to close sales.

Responsibilities

• Identify target market segment for commercial insurance.
• Make prospecting calls assigned by sales center.
• Provide risk management advice to prospects and clients.
• Make follow-up calls to ensure client satisfaction.

Skills

Sales closing

Knowledge of insurance coverage

Communication skills

Self-motivation

Organizational skills

Education

College degree

Texas Property and Casualty License

License in Life, Accident, Health & HMO

Tools

Microsoft Word

Microsoft Excel

Job description

Carroll Insurance Agency is currently seeking qualified candidates for Multi Line Producer 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