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Insurance Producer
3 months ago
Rue Insurance’s Insurance Producers are responsible for targeting and generating business with new commercial clients. Producers actively contact prospects and develop relationships in order to promote profitable agency growth that meets or exceeds annual sales goals.
Work Schedule & Classification: Full-time, salary, exempt position
Duties & Responsibilities (but not limited to):
- Generate new business opportunities by actively contacting prospects
- Schedule prospecting appointments to perform interactive sales presentations
- Gather relevant business information to provide quotes tailored to the specific needs of the client
- Network with prospects by building relationships and developing centers of influence with other companies, peers, networking groups, members of other departments, and senior management to maximize results
- Engage a flow of referrals and new business opportunities by utilizing prospecting strategies to increase opportunities
- Recommend additional lines of insurance to clients to ensure appropriate coverage is in place and cross-sell to other departments within the organization
- Build and maintain client relationships and provide oversight to account activity
- Research competition to stay on top of the market
- Utilize the agency management system to document all client and prospect calls and selling activities
- Deliver first-class customer service by communicating clearly with clients to continually set, meet, and exceed expectations
- Incorporate and regularly practice techniques and strategies introduced through sales training to continuously enhance skills and related performance
- Identify target industry niches and build proficiency in them by joining and participating in corresponding associations and networking groups
- Introduce other service departments to clients and quarterback all inquiries to ensure efficient and superior service is provided
- Meet the minimum expectations of Performance Metrics (attached)
- Represent the company in a professional and ethical manner at all times
- Actively participate in sales and company meetings by sharing experiences, account knowledge, selling strategies, etc.
- Perform other specific duties and projects as assigned by Management
Qualifications & Education:
- Bachelor’s degree (preferred)
- B2B sales experience (preferred)
- Valid Property & Casualty Licenses- can be obtained upon hire
- Valid Driver’s License and satisfactory driving record
- Excellent written and verbal communication skills
- Strong negotiation skills and attention to detail
- Highly motivated and organized
- Energetic, dedicated team player
- Basic computer knowledge and proficient with Microsoft Office Suite
- Knowledge of Applied Systems EPIC (preferred)
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