Producer / Risk Advisor Job at Acrisure in Dallas

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Position Title : Producer

Compensation : Based upon Experience

Overview

Produces new accounts and renews existing accounts in keeping with agency and individual goals while building relationships with clients. Identifies and solicits sales prospects from various sources.

Responsibilities

• Develops new business leads (Prospects).
• Gathers necessary underwriting information to market prospective account.
• Presents proposals in a professional manner.
• Makes the sale and collects necessary deposits, arranges for binders, certificates, etc. Collects all premiums that are due on or before effective date of coverage.
• Develops annual new and renewal production goals with Sales Manager.
• Develops prospects through an organized agency direct solicitation program, referrals from present accounts, and target-marketing leads and through community affiliations and other contacts.
• Develops information and recommendations for prospective accounts, presents proposals and adheres to agency policies and procedures for writing a new account.
• Establishes servicing procedures when necessary for designated accounts.
• Establishes payment arrangements for each new / renewal account, adhering to agency guidelines, policies and procedures regarding the payment of policy premium.
• Performs periodic service calls on designated accounts.
• Maintains a concern for timeliness and completeness when interacting with customers, as well as agency and company personnel, to minimize potentials for error or omission claims.
• Identifies and solicits sales prospects from various sources provided by agency, by cold calls, mailings, and phone contacts.
• Solicits referrals from existing agency accounts.
• Assists in resolving any problems in accounting or claims for accounts produced.
• Coordinates timely presentations for both new and renewal business.
• Assists in marketing accounts where appropriate due to relationships or product expertise.
• Documents all material conversations with insureds and / or carriers regarding exposures and coverages.
• Performs other functions as assigned by management.

Knowledge, Skills and Abilities

Other Requirements

Working Conditions

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com / privacy / caapplicant.

To Executive Search Firms & Staffing Agencies : Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.

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