Insurance Sales Producer

3 weeks ago

Bethesda, United States B.F. Saul Insurance Full time

The Insurance Sales Producer is responsible for initiating new business opportunities and leading client relationships.


Insurance Sales Producer Duties & Responsibilities:

  • Responsible for leading all aspects of client service delivery and business development; work closely with the staff and other producers.
  • Team leadership – assist the team with developing strategy for client goals, manage client expectations, and clear obstacles to achieve team success
  • Active participation with industry associations and trade groups
  • Responsible for initiating new business opportunities – coordinate resources with Practice Leader
  • Requires 10% net growth for book of business on an annual basis
  • Understand our client’s business and industry – seek out current news on industry, regulatory, litigation developments.
  • Develop a strong relationship with the client and understand their business priorities
  • Continually set a high standard – lead by example
  • Subject to the terms of the Producer Pay Plan
  • Negotiate fees and scope of work for clients
  • Conduct research on clients and prospects
  • Develop client ready content, speaking engagements, white papers, blog, etc.
  • Develop and execute annual business plan
  • Attend and prepare for sales meetings
  • Document and maintain sales tool


Insurance Sales Producer Selection Criteria:

  • 5 + years of business development experience
  • Relevant insurance industry experience is preferred
  • Bachelor’s Degree is required
  • Appropriate state licensing required at time of hire or achieved within 90 days of hire date
  • Work really hard – let’s not confuse effort with results
  • Embrace Failure – if you are not failing, you are not pushing your limits, and if you are not pushing your limits, you are not maximizing your potential.
  • Be growth oriented – want to be part of a growing business
  • Impact the business – deliver unexpected client results; take personal accountability
  • Intellectual curiosity – willingness to learn
  • Initiative – find practical solutions for our clients
  • Open to feedback – seek constant improvement; understand your strengths and opportunities for improvement
  • Operates with uncertainty – open to new experiences as a means of self-improvement
  • Teamwork – work well with others, proactively share information with colleagues
  • Professional manner – high standard of performance and integrity
  • Think strategically – make thoughtful decisions
  • Communication – listens well; concise and articulate in speech and writing

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