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Commercial Insurance Sales Producer

2 months ago

Magnolia, Texas, United States Wagner Insurance Services Inc Full time
About Wagner Insurance Services Inc

We are a dynamic and growth-oriented insurance company committed to excellence and customer satisfaction. Our team is dedicated to providing top-notch insurance solutions to our clients, and we are seeking a talented Commercial Insurance Sales Producer to join our team.

Job Summary

The Commercial Insurance Sales Producer plays a critical role in our organization by connecting with clients, providing empathetic and effective communication, and ensuring the best insurance solutions to meet their needs. This role is essential for driving our company's success through sales and customer retention and reflects our core values.

Key Responsibilities
  • Prospecting (60%)
    • Utilize in-house leads, cold calling, and networking to generate new business opportunities.
    • Engage with prospects through tailored insurance solutions and become a trusted advisor.
    • Complete applications, supplemental questionnaires, risk surveys, and other related documentation accurately.
    • Address client questions and concerns promptly.
    • Track, monitor, and report on weekly/monthly prospecting activity and sales results to the supervisor.
    • Request referrals from new customers and associates, responding to them in a timely manner.
  • Proposal Process and Presentation (25%)
    • Follow agency standard procedures for all proposals.
    • Provide complete and comprehensive submissions to underwriters and respond promptly to requests for additional information.
    • Accurately document coverage discussions and submit new business paperwork to Operations as instructed.
    • Demonstrate the ability to close sales.
  • Customer Retention (10%)
    • Build rapport and positive relationships with clients throughout the policy term.
    • Handle escalated client issues and conduct regular check-ins, asking for referrals.
  • General Duties (5%)
    • Maintain knowledge of procedures, coverage, and the industry to manage, maintain, and develop client relationships effectively.
    • Attend daily, weekly, and monthly staff meetings.
    • Submit coversheet with checklist and signed documentation promptly to the Operations Assistant.
    • Maintain accurate and up-to-date opportunities in CRM with all communications.
    • Complete other duties as assigned.
    Requirements
    • Education and Training
      • Bachelor's Degree (preferred)
      • Texas Property and Casualty License (required)
    • Experience
      • 2 + years of Commercial Lines Insurance Sales experience
    What We Offer
    • Competitive salary
    • Medical, Dental, Vision, and 401k
    • Professional growth and development opportunities
    • A supportive and collaborative work environment
    • Access to company assets, including credit cards, cell phones, building keys, and laptop computers