Producer in Training for Wholesale Insurance

Novatae Risk Group; Roseville (CA); On-site; USD 70,000 - 85,000; Full time

Job summary

An established industry player is seeking a Producer in Training to support client account development and relationship building. This office-based role involves managing a portfolio of clients, addressing service requests, and ensuring client satisfaction. The position is designed for a duration of 18-24 months, allowing the candidate to gain valuable insights into the broker role. Successful candidates will have the opportunity to advance to a Broker status, making this an exciting career development opportunity. Join a diverse and inclusive team that values your contributions and fosters professional growth.

Qualifications

• Property & Casualty license is required for this role.
• Proficient in Microsoft Office and agency management software.

Responsibilities

• Assist in managing client accounts and service requests.
• Handle renewals and provide quotes for additional coverages.

Skills

Property & Casualty license

Microsoft Office

Agency management software

Commercial lines insurance knowledge

Inter-personal communication

Attention to detail

Teamwork

Job description

The Producer in Training will assist to oversee a portfolio of clients through relationship building and client account development. This will be an office role and with a salary range of $70-$85k. Other responsibilities include handling service requests, identifying potential risk issues, quoting additional coverages and policies, and tracking renewals. The role is identified as an 18-24month position to comprehend the intricacies as our broker role. Upon completion and the candidate does well, the role will be appointed to our Broker status.

Requirements:

• Property & Casualty license is required
• Proficient in basic computer skills, such as Microsoft Office and agency management software.
• Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
• Skilled in developing excellent inter-personal and client relations; producing effective, accurate verbal and written communication, and active listening with strong attention to detail to ensure document accuracy.
• Must possess the ability to work independently, applying knowledge and experience to achieve outstanding results.
• Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
• Team player with a strong work ethic and positive attitude.

Qualifications:

• Manages client service needs including endorsement requests, proofs of insurance, cancellation requests, inspection questions, client/carrier correspondence, coverage analysis recommendations, and claim reporting.
• Interacts with clients (in person, via telephone, or E-Mail) to discuss needs and assure satisfaction, respond to inquiries, solicit sales, and solve client problems.
• Processes renewals following agency procedures.
• Remarkets accounts identified for renewal marketing following agency procedures.
• Provides quotes to existing clients for additional lines of business as needed.
• Processes all account transactions as needed assuring that all items are handled in a timely manner, are accurate and reflect the established agency procedures.
• Follows agency credit and collection procedures in invoicing and pursuing prompt payments.
• Manages cancellation processes according to agency standards, addressing both carrier and client request as received.

Equal Employment Opportunity

At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.