Multi-Lines Producer

Menicucci Insurance Agency; Albuquerque (NM); On-site; USD 40,000 - 70,000; Full time

Job summary

A local insurance firm in Albuquerque is seeking an assertive individual to manage new insurance accounts and provide client support. The ideal candidate will possess excellent communication skills and a college degree, along with necessary insurance licenses. Responsibilities include writing new accounts, servicing clients, and negotiating production goals. This role requires strong leadership and customer service skills.

Qualifications

• Licenses as required by the State Department of Insurance.
• Previous sales experience is preferred.
• College degree.
• Licenses as required by the State Department of Insurance.
• Previous sales experience.

Responsibilities

• Write new accounts in keeping with agency and individual goals.
• Provide client service in support of sales duties.
• Be involved in the renewal process of assigned accounts.
• Negotiate annual new and renewal production goals.
• Develop prospects through an organized direct solicitation program, referrals from present accounts, target marketing leads, community affairs, affiliations, and other contacts.
• Develop all information and recommendations for prospective accounts, present proposals, and adhere to agency policies and procedures for writing a new account.
• Gather information and risk management recommendations regarding renewal of designated accounts, and deliver renewals/binders with assistance of account managers.
• Establish payment arrangements within agency policies for each new and renewal account.
• Handle phone calls from clients and companies.
• Perform periodic service calls on designated accounts.
• Direct technical services and claims personnel to accounts when necessary.
• Obtain and follow up on underwriting, claims information as requested.
• Maintain timeliness and completeness to minimize errors and omissions claims.
• Participate in classes and seminars for skill and knowledge development, and complete training schedule as directed by management.

Skills

Excellent verbal and written communication skills

Aggressive and assertive self-starter

Sales mindset

Education

College degree

Insurance license (State Dept. of Insurance)

Job description

Standards of Performance

• Actively support and incorporate company mission and core values into daily activities.
• Maintains a positive and respectful attitude with colleagues.
• Works as a team member to achieve department goals and overall company goals.
• Demonstrate positive customer service skills, internally and externally, with effective communication, respect and integrity.
• Maintains confidentiality of all information related to clients, customers, employees, carriers, or as appropriate, other information.
• Consistently reports to work on time prepared to perform duties of position.
• Demonstrates leadership skills and continually leads by example.

Essential Duties

• Write new accounts in keeping with agency and individual goals.
• Provide client service in support of sales duties.
• Be involved in the renewal process of assigned accounts.
• Negotiate annual new and renewal production goals.
• Develop prospects through an organized direct solicitation program, referrals from present accounts, target marketing leads, community affairs, affiliations, and other contacts.
• Develop all information and recommendations for prospective accounts, present proposals, and adhere to agency policies and procedures for writing a new account.
• Gather the information and risk management recommendations regarding the renewal of designated accounts, and deliver the renewals and/or binders with assistance of account managers.
• Establish the payment arrangement within agency policies and procedures for each new and renewal account.
• Handle phone calls from clients and companies.
• Perform periodic service calls on designated accounts.
• Conduct special projects at the requests of designated accounts.
• Direct technical services and claims personnel to accounts, when necessary.
• Obtain and follow up on information concerning underwriting, claims, etc., as requested by the account manager, claims coordinator, or sales center coordinator on new business and prospects.
• Maintain a concern for timeliness and completeness when interacting with customers, agency employees, and company personnel, to minimize potential for errors and omissions claims.
• Participate in classes and seminars for skill and knowledge development, and complete training schedule, as directed by management.

Authority

• Solicit business and submit applications to the proper agency department.
• Bind coverage within limits established by the agency and insurance companies.
• Collect premiums on behalf of the agency.

Qualifications

• Aggressive and assertive self-starter with the ability to influence others.
• Excellent verbal and written communication skills.
• College degree.
• Licenses as required by the State Department of Insurance.
• Previous sales experience.