Producer

• Prospecting suitable business in line with company and business segment goals and thresholds
• Presenting proposals professionally, detailing coverages to ensure client understanding
• Effectively communicating with clients, prospects, insurance company partners, and the service team
• Finalizing sales and collecting necessary documents, briefing the service team on the policy sale
• Developing prospects through community affiliations, company-hosted seminars, and networking events, and maintaining relationships with industry contacts and current account referrals
• Maintaining knowledge of underwriting criteria to effectively communicate to all involved parties
• Meeting and exceeding monthly new business goals

• Established Book of Business with an Independent Agency
• Current State Property & Casualty, and Life & Health Licenses (as required by the State Commissioner to provide service, consultation & sales), and Continued Education to maintain Licenses
• Bachelor’s Degree Preferred, but not required
• Proven validation at current brokerage

employer-paid medical, dental, vision, and 401k