Producer

Jobtailor; Jacksonville (FL); On-site; USD 65,000 - 115,000; Full time

Job summary

Jobtailor in Florida is seeking an experienced insurance sales professional to actively manage leads, develop a client base, and present tailored insurance solutions for commercial lines.

You will leverage agency technology to track activities, meet production goals, negotiate coverage, and maintain license and continuing education requirements while building long-term client relationships.

Qualifications

• Proven ability to generate substantial new business.
• Strong interpersonal, communication, and organizational skills.
• Self-motivated, able to work in a fast-paced environment both independently and in a team.

Responsibilities

• Actively manage leads and prospective clients on a daily basis.
• Meet production goals as set by the Agency.
• Develop new clients through networking to generate prospective client lists.
• Prepare and conduct sales presentations to clients on new and renewal business.
• Design insurance programs and recommend coverages for client needs.
• Maintain knowledge of Property & Casualty coverages and industry trends.
• Lead communication between the client and service team to ensure timely service.

Skills

Lead Management

Market Research

Insurance Program Design

Budget Projection

Data Analysis

Education

Insurance Licensing

Continued Education Requirements

Tools

Agency Technology

Sales Tracking Software

Job description

• Actively manage leads and prospective clients on a daily basis and utilizes the Agency’s technology for tracking leads, activities and action items
• Meet production goals/requirements as set by the Agency
• Conducts research of external information
• Ensure and anticipate accurate and timely servicing of client needs on a diverse book of commercial lines insurance business
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
• Identify prospective clients, obtain and maintain data about their financial resources and needs
• Utilize appropriate resources for initial and ongoing prospect sales meetings and proposals
• Prepare and conduct sales presentations to prospective and existing customers on new and renewal business
• Maintain thorough knowledge in market, industry, and economic and administrative trends to better serve customers
• Design insurance programs, recommend coverages, and change and/or implement client programs
• Presents the solutions to clients and negotiates compensation effectively
• Creates a client-specific business plan to ensure growth, retention, and cross-sell goals are met
• Ensures quality of deliverables and enforcement of critical deadlines through effective communication
• Leads communication between the client and the service team members
• Generates accurate budget projections, monitors progress and provides updates to leadership
• Seeks feedback on firm’s execution of renewals through ongoing client dialogue
• Maintain a strong understanding of Property & Casualty coverages
• Maintain expert knowledge of one of more specialty industry groups
• Contact prospective clients and explain features and merits of policies offered
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts
• Obtain and maintain all licensing and continued education requirements
• Develops and maintains relationships with clients, prospects, carriers, vendors and other firm advisors/employees

Requirements

• Demonstrable evidence in your ability to generate substantial new business
• Ability to think innovatively, creatively, critically and logically to provide value added insurance and risk management solutions to clients
• Strong interpersonal skills, including relationship building & maintenance
• Excellent communication (verbal and written), analytical, presentations & organizational skills
• Self-motivated with the ability to work collaboratively as part of a team or individually in a fast paced, dynamic environment where superior time management and prioritization skills are essential

Core Competencies

Demonstrates expertise in Property & Casualty coverages and the ability to generate new business through effective client relationship management and innovative insurance solutions. Proficient in conducting sales presentations and maintaining compliance with licensing and education requirements.

Highest-signal resume keywords

• Property & Casualty Insurance Knowledge
• Client Relationship Management
• Sales Presentation Skills
• Business Development
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Lead Management
• Market Research
• Insurance Program Design
• Budget Projection
• Data Analysis

Soft Skills

• Interpersonal Skills
• Time Management
• Organizational Skills
• Critical Thinking
• Team Collaboration

Certifications & Qualifications

• Insurance Licensing
• Continued Education Requirements

Industry Keywords

• Commercial Lines Insurance
• Risk Management
• Client Retention
• Networking
• Prospective Client Identification

Tools & Technologies

• Agency Technology
• Sales Tracking Software