Commercial and Personal Lines Producer
4 days ago
The Commercial and Personal Lines Producer at Kaia Corp is responsible for driving revenue growth by identifying and pursuing new business opportunities, as well as maintaining and maximizing profitable relationships with existing clients.
Key Responsibilities- Business Development: Identify, qualify, and develop commercial insurance opportunities with new and existing clients through in-person, online, phone, and written communication.
- Client Relationship Management: Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support.
- Account Management: Actively partner, network, and plan for new clients and business opportunities, ensuring seamless account management and growth.
- Performance Monitoring: Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation in a timely, accurate, and professional manner.
- Team Collaboration: Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Client Retention: Support and prepare clients for renewal and retention, maintaining strong client relationships and ensuring long-term business growth.
- Industry Knowledge: Maintain CE and participate in ongoing education, staying informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
- Account Audits: Review client audits, verify and facilitate corrections as needed, and maintain A/R and billing.
- Insurance License: Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
- Transportation: Possess a valid driver's license and a source of reliable transportation.
- Industry Knowledge: 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.
- Sales Experience: Have a proven track record of business-to-business sales success, possessing strong presentation, persuasion, and negotiation skills with the ability to close sales.
- People Skills: Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
- Organizational Skills: 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.
- Technology Proficiency: Have excellent time management skills, thrive in a team environment, and Technology and Computer proficiency including agency management systems.
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Commercial Lines Insurance Specialist
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Commercial Insurance Account Manager
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Commercial Insurance Sales Executive
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Perry Hall, Maryland, United States Gpac Full timePosition: Insurance Sales SpecialistThe Commercial Lines Producer is an external sales role dedicated to fostering new business revenue growth among commercial clients through diverse channels. This position not only involves cross-selling to clients from various internal departments but also emphasizes the importance of establishing new connections through...
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Commercial Insurance Sales Executive
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