Producer - Personal Lines 2

Job Title

Essential Duties and Responsibilities :

• Shall remain updated and current with regard to statutory insurance requirements by completing and maintaining all regulatory training and requirements.
• Shall maintain a high degree of professionalism, ethics and integrity.
• Meet / Exceed the established production requirements by asking qualifying profile questions to determine appropriate insurance solutions.
• Proactively identifies client's needs and establishes key relationships by identifying and closing sell opportunities.
• Tracks, monitors, and reports weekly / monthly prospecting activity and sales results to direct manager.
• Respond to clients inquiries in a timely manner.
• Creates and maintains client files, completes the application forms and submits all documents as appropriate.
• Maintains adequate knowledge of rating procedures, coverage, and the industry to effectively manage, maintain and develop client relationships.
• Advocates for and seeks out process changes or improvements in relation to insurance trends in the marketplace.
• Actively participates in organizational or functional projects or process improvement teams.
• Actively engage in networking activities such as Chamber and Credit Union events to build and promote brand awareness.