Commercial Insurance Sales Producer
Core
Drive new business development for small and mid-sized commercial clients by handling warm, inbound leads and selling commercial insurance products.
Role type
Commercial Insurance Sales Producer
Builds
Commercial insurance policies (General Liability, BOP, Workers' Comp, Auto, Umbrella) for small and middle-market businesses
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
consultative sales, pipeline management, CRM proficiency, commercial insurance knowledge, relationship building
Preferred skills
bank knowledge, high school diploma or equivalent
Technologies
Salesforce, digital quoting tools, carrier tools
Responsibilities
Handle warm, inbound leads and conduct consultative sales conversations; Educate business owners on coverage options; Sell commercial products; Develop and manage a personal pipeline to meet sales goals; Document conversations and manage follow-ups using CRM tools; Identify cross-sell and upsell opportunities; Partner with internal teams for client onboarding
Seniority
Individual Contributor, entry to mid-level