Producer
Core
A sales and risk advisory role building relationships with clients across diverse industries to identify opportunities, assess risks, and place tailored coverage.
Role type
Producer (Sales & Risk Advisory)
Builds
Custom insurance proposals and coverage solutions for clients
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
strategic prospecting, risk review and coverage assessment, proposal development, carrier negotiation, CRM management, market analysis
Preferred skills
entrepreneurial drive, thought leadership, networking
Responsibilities
Build and execute a personal sales plan to meet revenue objectives; prospect strategically using centers of influence and referrals; conduct risk reviews and coverage assessments; develop and deliver high-quality proposals; collaborate with account managers and claims advocates; maintain client relationships with proactive advice; partner with carriers to negotiate and place coverage; contribute to community presence through events and thought leadership; maintain accurate CRM records.
Seniority
Individual Contributor