Insurance Sales Producer
Core
Sell insurance products and services to businesses and individuals, providing guidance, prospecting new clients, and ensuring optimal coverage.
Role type
Insurance Sales Producer
Builds
Insurance policies and risk management solutions for clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
prospecting, client education, contract preparation, quoting, database management, industry knowledge
Preferred skills
self-motivation, fast-paced environment adaptability, team collaboration
Technologies
Microsoft Office Products
Responsibilities
Provide insurance information and guidance to clients, prospect and develop new clients via referrals or cold calling, educate clients on value and offerings, prepare and assist in client contracting, maintain knowledge of business partners and products, collaborate with team to achieve sales targets, support clients with coverage and follow-up, maintain client database, attend ongoing industry education
Seniority
Mid-level, experienced professional