Insurance Sales Producer
Core
Proactively generate new insurance business opportunities and convert prospects into customers for a US-based logistics company.
Role type
Independent insurance sales producer (business development)
Builds
New insurance policies and cross-sell additional products to existing agency customers
Domain
Insurance / Logistics
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
outbound prospecting, pipeline management, needs analysis, quote preparation, conversion, cross-selling, CRM management, goal orientation, remote self-management
Preferred skills
relationship building, persistence, organization, time management, adaptability
Technologies
CRM systems, video meeting platforms, social media channels
Responsibilities
Generate new business via outbound calls, email, referrals, and networking; build and manage individual sales pipeline; follow up with prospects; identify needs and recommend products; prepare and present quotes; convert prospects to customers; cross-sell to existing customers; maintain CRM records; meet sales and production goals; participate in virtual training; obtain and maintain required insurance licenses.
Seniority
Individual Contributor, self-managed