Commercial and Personal Lines Insurance Producer
Keystone - High and Rubish Insurance - Chapel Hill, North Carolina, United States, 27517![Keystone - High and Rubish Insurance](/api/image?src=https%3A%2F%2Fgeneral-board-default.s3.us-east-2.amazonaws.com%2Fpublic%2Fimages%2Fdesk-360x180.webp&w=640&q=75&f=webp)
Work at Keystone - High and Rubish Insurance
Overview
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Overview
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 business
Complete applications for Account Managers to submit to appropriate markets
Arrange payment terms for all accounts in accordance with agency credit and collections policy
Cooperate 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 marketplace
Participate in and organize special projects
Work with existing agency personnel to jointly accomplish sales goals
Diligently maintain records in the agency management system, including documenting and attaching all files, notes, and correspondence
QUALIFICATIONS & EDUCATION
Appropriate state license(s) preferred
Minimum 3 years of demonstrated, measurable sales success
A 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 techniques
Two-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.