Insurance Sales Professional

2 days ago


Fort Myers, Florida, United States Foundation Risk Partners Full time
Job Summary:

The Commercial Lines Sales Producer is an experienced insurance professional who develops and maintains a pipeline of new potential clients by sourcing internal and external referrals for new business opportunities.

As a consultant to clients, you will analyze and develop comprehensive solutions to meet their goals and protect their assets.

The Commercial Lines Sales Producer partners with the service team to ensure the retention of existing business through superior service.


Key Responsibilities:
  • Consult with clients to understand their needs and provide the best and most comprehensive coverage.
  • Conduct thorough coverage and exposure reviews with clients to understand their needs and provide education on adequate coverage.
  • Review renewal considerations and work with carriers and marketing to determine the best options for the client.
  • Provide excellent service to an assigned book of business, taking time to build relationships with each account.
  • Stay current with insurance companies relative to underwriting guidelines, available premium saving credits, technology platforms, etc.

Requirements:
  • Ability to partner with existing FRP Advisors to cross sell P&C lines into existing accounts.
  • Ability to source referrals through existing professional & personal relationships.
  • Ability to cold call to set appointments with potential clients.

Education & Experience:
  • High School Diploma or Equivalent.
  • College Degree Preferred.
  • 2+ years of individual P&C sales experience.
  • Property / Casualty license required.


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