Job Description
Job Description
Benefits / Perks
- Competitive Pay
- Professional Development
- Job Stability in a growing industry
The Commercial Lines Produce r is responsible for maintaining and maximizing profitable relationships with clients and maintaining their book of business and client retention.
Responsibilities
- Identify, qualify, and develop commercial lines insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
- Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
Anticipate, respond to, and follow up on all existing client needs.
- Actively partner, network, and plan for clients and business opportunities.
- Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Support and prepare clients for renewal and retention and maintain strong client relationships.
- Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
- Review client audits, verify and facilitate corrections as needed and maintain A / R and billing
Qualifications
- Hold the insurance license required by your state and have a minimum of two years of commercial lines insurance account management experience, as well as a Bachelors Degree or comparable work experience.
- Possess a valid drivers license and a source of reliable transportation.
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
- Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
- Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.
Flexible work from home options available.
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