Private Client Personal Lines/Life Insurance Producer

1 month ago


Baltimore, United States The Jonus Group Full time

Job Description

Private Client Personal Lines/ Life Insurance Producer

Position Overview:
This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency’s reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works collaboratively with partners in relationship building and in identifying financial service solutions for all customers.

Primary Responsibilities:
-Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business. (New Business Sales)

-Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention)

-Participates in seminars and classes for skill and knowledge development and meets continuing education requirements.

-Maintains a current level of functional working knowledge on processes and coverage changes.

-Performs other related duties and projects as assigned.

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INDTJG-DM



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