Insurance Producer Winter Park FL Area
We Insure - Winter Park, Florida, United States, 32792Work at We Insure
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Overview
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Hybrid Position (Winter Park, FL area)
Job Summary
:
The Producer primarily is responsible for prospecting, cross selling, and producing new property and casualty insurance policies and accounts as well as the renewal retention of existing agency billed accounts. They will also assist clients in selecting insurance policies that best meet their needs, preferences, and budgets.
Duties/Responsibilities:
Maintain knowledge of carrier partner products to recommend appropriate coverage based on customers needs and applicable regulations.
Assist in taking calls coming into the National Sales Center queue.
Meet and exceed sales goals by gaining quality leads, outside referrals and cross-selling existing client base with a consultative approach
Proactively build a network of new clients through a series of outreach strategies, including phone calls, in-person meetings, and social media
Re-shop & rewrite existing customer policies as needed
Enter all clients and prospects into the Agency Management System and work assigned activities.
SIFI policies written same day
Complete and successfully pass assigned Total CSR courses
Maintain a courteous and effective relationship with clients, co-workers, carriers, and other business contacts.
Communicate sales or service opportunities and customer concerns and suggestions with senior leadership.
Required Skills/Abilities:
Valid 2-20 or 20-44 or 440 license required
Education and/or Experience:
At least 2 years of prior insurance sales experience is required
This position requires a high school diploma or the equivalent (G.E.D.)
Must be a superb communicator able to analyze carefully complex ideas like insurance programs; experience working in customer service is beneficial
The candidate must possess a current 2-20 or 20-44 or 4-40 Florida insurance license
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Physical Requirements:
While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear; sit for extended periods of time; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 15 pounds.
Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.