Insurance Sales: Commercial Producer with book of business

Job Purpose:

 

Must Possess Current California Insurance License

 

Provides service to clients' changing insurance needs by selling Business Property & Casualty, Work Comp, Auto, Bonds, and other lines of Insurance. P&C License required, or Life & Health license if specialty is Group Health.  Agency writes all lines of business in State of California, Also have licenses in Colorado, Nevada & Oklahoma 



Duties:

* Develops base for long-term sources of clients by using referrals, current book, compline, and special-interest groups to compile lists of prospects.Leads also provided by direct mail leads generation.



* Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.



* Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.  Inspect farms, collect underwriting information needed to obtain quotes from our companies.



* Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.



* Obtains underwriting approval by completing application for coverage.



* Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.



* Assist clients with understanding loss control requirements, premium

audits, midterm changes, policy coverages and rules.


* Provides assistance to clients in claims situations.  Coordinating client

with claims adjusters and helping speed up claim handling.


* Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.



* Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.



Skills/Qualifications:

Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis, Prefer Top Quality Computer Skills to Utilize AMS360 Agency Data System.

 

Please Submit Resume -We Will Contact You