Sales Producer
Core
Drive new business growth and foster client relationships by delivering consultative insurance solutions across Commercial and Personal Lines.
Role type
Sales Producer (Insurance)
Builds
Profitable insurance accounts for Commercial and Personal Lines
Domain
Insurance / Risk Management
Deliverable
product features
Required skills
consultative selling, cold outreach, networking, CRM/AMS platform usage, risk assessment, relationship building
Preferred skills
bilingual English/Spanish, prior insurance industry experience
Technologies
InsuredMine, NowCerts, Microsoft Office 365, LinkedIn, Instagram, Facebook
Responsibilities
Identify and close new business opportunities via cold outreach and networking; Conduct detailed risk assessments and provide tailored insurance solutions; Maintain an organized CRM pipeline with daily activity updates; Collaborate with Account Managers for client onboarding and retention; Participate in weekly sales labs and coaching sessions.