Commercial Insurance Producer
Core
Sell insurance products and services to individuals, families, and businesses, focusing on new business generation and account retention.
Role type
Commercial Insurance Producer
Builds
New commercial insurance accounts and ongoing service for existing clients
Domain
Insurance brokerage / Property & Casualty
Deliverable
client delivery
Required skills
Insurance sales, prospect identification, application preparation, proposal presentation, client relationship management, industry trend analysis
Preferred skills
Agency Management System software, Microsoft Office
Technologies
Agency Management System, Microsoft Office
Responsibilities
Review and analyze insurance accounts for coverage and limits; identify, develop, and qualify new prospects; prepare and present proposals to close sales; coordinate ongoing service with Account Managers; maintain production reports and attend sales meetings; collect payments and arrange financing.
Seniority
Mid-level sales professional