Agency Producer - Sales
Core
Full-cycle insurance sales role focused on generating new business, closing deals, and growing a book of business for Personal Lines products.
Role type
Insurance Sales Producer
Builds
New business and long-term client relationships for Personal Lines insurance
Domain
Insurance / Personal Lines
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
Prospecting, closing, consultative sales, pipeline management, CRM usage, compliance documentation, relationship building
Preferred skills
Bilingual English/Spanish, existing referral network, experience with AgencyZoom or Salesforce
Technologies
AgencyZoom, Salesforce, RingCentral
Responsibilities
Respond to agency leads and inbound inquiries, conduct outbound prospecting, quote and bind coverage, cross-sell multiple insurance products, maintain sales pipeline, manage client onboarding and billing
Seniority
Individual Contributor, entry-to-mid level sales role
