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The Commercial Lines Producer is responsible for acquiring new clients, identifying business needs, and presenting relevant insurance solutions. They engage with prospects through calls, visits, and proposals, while seeking cross-selling opportunities and ensuring premium collections. The role also includes collaborating with the marketing manager and promoting the agency within the community to meet sales objectives and drive growth.
Job Responsibility:
Acquiring new clients
Identifying business needs and presenting relevant insurance solutions
Engaging with prospects through calls, visits, and proposals
Seeking cross-selling opportunities
Ensuring premium collections
Collaborating with the marketing manager
Promoting the agency within the community
Active pursuit of prospects
Prospect sectors or market areas
Obtain prospects and actively pursue and create interest by telephone calls, writing letters, or making personal visits
Develop and deliver formal proposals of insurance
File reviews for cross-selling opportunities and rounding for uninsured exposures and service needs
Make premium collections according to agency standards
Achieve objectives established in the annual producer sales plan/review
Work with marketing manager to complete company submissions and selection of potential markets
Promote agency and insurance industry in the community
Requirements:
Property/Casualty Licensed
Associate or bachelor's degree in business or related discipline
1+ years Commercial Insurance experience
Good working knowledge of Microsoft Office
Ability to maintain a high level of confidentiality