INSURICA, Inc.
Commercial Lines Producer
INSURICA, Inc., Richardson, Texas, United States, 75082
SUMMARY:
Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.
The Commercial Lines Producer is responsible for selling new business to ensure continued profitable growth for the agency and duties include, but are not limited to, prospecting for new clients, selling additional coverages to existing clients, and retaining existing accounts to achieve personal production goals.
ESSENTIAL FUNCTIONS:
Contact prospects, schedule appointments, and make sales presentationsDevelop prospecting programs and follow-up for maximum resultsMaintain prospect list of clients for the target businessBalance production to achieve the desired mix of business; promote products of carriers that the firm has identified as importantCoordinate production efforts with marketing and service staffAccurately and thoroughly complete survey and application forms, before marketing or submitting to be marketedConduct periodic meetings with Account Managers to provide updates and ensure policies and procedures are understoodArrange payment terms for all accounts, in accordance with agency credit and collections policiesGather information on renewals; deliver renewals and/or binders following agency guidelinesRemain abreast of trends and techniques to maintain a competitive status for the agency within the industryAttend sales seminars, company sales meetings, or educational activities needed to improve sales techniques, stay up-to-date on the latest developments in the marketplace and maintain required licensesReview all agency activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
ADDITIONAL RESPONSIBILITIES:
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
KNOWLEDGE, SKILLS, AND ABILITIES:
Excellent presentation skills with the ability to influence othersMust possess excellent listening and sales skillsShould possess commercial lines product knowledge, as well as knowledge of agency systems and company relationshipsAbility to work within a fast-paced, changing priority environmentSelf-motivated, with the initiative to prioritize and be self-directedEffective organizational skills and the ability to respond to requests effectively and efficientlyAbility to carry out detailed written or verbal instructions with multiple variablesRegular and punctual attendance is requiredAbility to communicate effectively, both verbally, and in writingExcellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levelsAbility to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the AgencyAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
QUALIFICATIONS:
3-5 Years of sales experience, with proven sales success, demonstrating preferredMust have all licenses as required by the State Department of InsuranceCollege degree and CPCU, CIC, and ARM designations preferred
WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced, multi-tasking, office environment with periodic high disruption and changing prioritiesAbility to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequentlyAbility to lift up to 20 pounds occasionallyRequires operation of a computer workstation, including keyboard and video displayAll requirements may be modified to reasonably accommodate physical or mental impairment
.
Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.
The Commercial Lines Producer is responsible for selling new business to ensure continued profitable growth for the agency and duties include, but are not limited to, prospecting for new clients, selling additional coverages to existing clients, and retaining existing accounts to achieve personal production goals.
ESSENTIAL FUNCTIONS:
Contact prospects, schedule appointments, and make sales presentationsDevelop prospecting programs and follow-up for maximum resultsMaintain prospect list of clients for the target businessBalance production to achieve the desired mix of business; promote products of carriers that the firm has identified as importantCoordinate production efforts with marketing and service staffAccurately and thoroughly complete survey and application forms, before marketing or submitting to be marketedConduct periodic meetings with Account Managers to provide updates and ensure policies and procedures are understoodArrange payment terms for all accounts, in accordance with agency credit and collections policiesGather information on renewals; deliver renewals and/or binders following agency guidelinesRemain abreast of trends and techniques to maintain a competitive status for the agency within the industryAttend sales seminars, company sales meetings, or educational activities needed to improve sales techniques, stay up-to-date on the latest developments in the marketplace and maintain required licensesReview all agency activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions
ADDITIONAL RESPONSIBILITIES:
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
KNOWLEDGE, SKILLS, AND ABILITIES:
Excellent presentation skills with the ability to influence othersMust possess excellent listening and sales skillsShould possess commercial lines product knowledge, as well as knowledge of agency systems and company relationshipsAbility to work within a fast-paced, changing priority environmentSelf-motivated, with the initiative to prioritize and be self-directedEffective organizational skills and the ability to respond to requests effectively and efficientlyAbility to carry out detailed written or verbal instructions with multiple variablesRegular and punctual attendance is requiredAbility to communicate effectively, both verbally, and in writingExcellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levelsAbility to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the AgencyAbility to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
QUALIFICATIONS:
3-5 Years of sales experience, with proven sales success, demonstrating preferredMust have all licenses as required by the State Department of InsuranceCollege degree and CPCU, CIC, and ARM designations preferred
WORKING CONDITIONS AND REASONABLE ACCOMMODATIONS:
Fast-paced, multi-tasking, office environment with periodic high disruption and changing prioritiesAbility to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequentlyAbility to lift up to 20 pounds occasionallyRequires operation of a computer workstation, including keyboard and video displayAll requirements may be modified to reasonably accommodate physical or mental impairment
.