Commercial Insurance Producer
4 weeks ago
Choice Financial Group is a leading company in the insurance industry, recognized for its rapid growth by Inc 5000. We are seeking a talented Commercial Insurance Producer to help us achieve our goals.
This role involves implementing marketing strategies to develop a strong network of prospective clients. The successful candidate will generate leads, contact them face-to-face to market insurance products, and build our business by servicing existing clients, including annual reviews and presenting products that enhance their insurance portfolio.
Key Responsibilities:
- Maintain current location book of business and roll into standard markets from excess and surplus where necessary
- Achieve new business sales goals annually
- Cross-sell between departments
- Generate new business leads and appointments through networking events
- Complete quoting process using knowledge of VA markets and technical expertise to provide a solution prospect
- Work collaboratively with the account management team to maximize results
- Utilize the Applied EPIC system to support the marketing process, including input of accurate and timely information relative to the first meeting and quoting process
- Stay current on industry standards through continuing education and industry news
- Use leads to establish contact and schedule appointments
- Meet with prospective clients
- Meet with existing clients to perform annual reviews
- Conduct phone prospecting, face-to-face prospecting, and social media efforts
- Conduct sales presentations with the intent of selling an insurance product
- Provide claim assistance to clients
- Solicit referrals from clients
Requirements:
- Three years' experience in Commercial Lines Insurance or equivalent education and related training
- Thorough knowledge of commercial insurance and marketing processes
- Strong verbal and written interpersonal communication skills
- Ability to work with minimum supervision
- Sales driven
- Must be licensed in the state
- Maintain Errors & Omissions Insurance
- Ability to pass a background check
- Meet state continuing education requirements
- Ability to utilize computer programs and understand functionality
- Exceptional interpersonal skills
- Friendly and professional demeanor
- Excellent presentation skills
- Above average analytical skills to determine prospective client needs
Benefits:
- Bonus based on experience
- Employee Health Benefits (medical, dental, vision)
- 401k Retirement Plan
- Employer-paid Group Life Insurance
- Employer-paid Long-Term Disability
- Paid Time off
- Paid Holidays
- Paid Bereavement
- Gym Membership Reimbursement
- Employee Referral Bonus
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