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Commercial Lines Producer

2 months ago

Westlake Village, California, United States PCF Insurance Full time
About PCF Insurance Services

At PCF Insurance Services, our commitment to excellence in risk management, benefits design, and a broad array of insurance solutions has made us a leader in the industry. Our dedication to world-class service and unparalleled solutions for our clients has earned us a reputation as a trusted partner in the insurance industry.

Job Summary

We are seeking a highly skilled Commercial Lines Producer to join our team at Chivaroli & Associates, a part of the PCF Insurance Services Network. As a Commercial Lines Producer, you will be responsible for maintaining and maximizing profitable relationships with commercial lines clients and growing the book of business through new client sales.

Key Responsibilities
  • Identify, qualify, and develop commercial insurance opportunities with new and existing clients through in-person, online, phone, and written communication.
  • Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
  • Actively partner, network, and plan for new clients and business opportunities.
  • Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.
  • Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
  • Support and prepare clients for renewal and retention and maintain strong client relationships.
  • Participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
  • Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.
Requirements
  • Valid California state Property & Casualty Insurance License.
  • Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
  • Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
  • Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
  • Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
  • Have excellent time management skills, thrive in a team environment, and possess technology and computer proficiency including agency management systems.
Benefits
  • Life Insurance
  • AD&D
  • FSA / HSA
  • Commuter & Child Care FSA
  • Pet Insurance
  • Accident & Critical Illness
  • Hospital Indemnity
  • Employee Assistance Program (EAP)
  • 11 Paid Holidays
  • Flexible PTO
  • 401K
Equal Opportunity Employer

PCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law.