Keystone Insurers Group
Commercial and Personal Lines Insurance Producer
Keystone Insurers Group, Chapel Hill, North Carolina, United States, 27517
High and Rubish Insurance Agency is a well-established, independent agency in Chapel Hill, NC looking for a career-oriented individual to join the agency as an in-person multi-lines producer.PRIMARY ROLE:Sell insurance to qualified prospects to ensure continued profitable agency growth and reach specific goals. Prospect for new clients, sell additional coverage to existing clients, and retain existing assigned accounts.PERFORMANCE STANDARDS:Develop and implement an approved sales business plan with formal coaching based on global agency sales goals. Meet annual sales goals.DUTIES:Actively contact prospects, schedule appointments, make sales presentations, and close on new business accounts. Balance production to achieve desired mix of business.Maintain prospect list of clients of agency's targeted businessComplete applications for Account Managers to submit to appropriate marketsArrange payment terms for all accounts in accordance with agency credit and collections policyCooperate in gathering information on assigned accounts for renewal marketing and handling per agency procedures. Deliver policies and/or binders on assigned accounts following agency guidelines and time frames.Attend sales seminars, company sales meetings, and educational activities needed to improves sales techniques and stay up to date on the latest developments in the marketplaceParticipate in and organize special projectsWork with existing agency personnel to jointly accomplish sales goalsDiligently maintain records in the agency management system, including documenting and attaching all files, notes, and correspondenceQUALIFICATIONS & EDUCATIONAppropriate state license(s) preferredMinimum 3 years of demonstrated, measurable sales successA designation, including AAI, CIC, ARM, or CPCU is highly desirable.Extensive knowledge of all lines of personal and commercial insurance, including sophisticated and less common coverages, especially products that the agency carries, is highly desirable.Excellent communication, organization, and understanding of sales methodology is required. Understanding of prospecting software tools is desirable.Familiarity with risk assessment and risk management techniquesTwo-year college degree required. Four-year degree highly desirable.Our agency desires a sales-minded candidate who will produce business over many years. Prior insurance knowledge is preferable, however formal training would be scheduled for the right career-oriented candidate.
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