Commercial Lines Producer
3 years ago
Houston
Job Description Benefits/Perks • Competitive Pay, • Professional Development, • Identify, qualify, and develop commercial lines insurance opportunities with new and existing clients in person, online, by phone, and through written communication., • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs., • Actively partner, network, and plan for clients and business opportunities., • Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner., • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed., • Support and prepare clients for renewal and retention and maintain strong client relationships., • Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance., • Review client audits, verify and facilitate corrections as needed and maintain A/R and billing Qualifications, • Hold the insurance license required by your state and have a minimum of two years of commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience., • Possess a valid driver’s license and a source of reliable transportation., • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base., • Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales., • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients., • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills., • Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.