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Position Summary
We are seeking a motivated and customer-focused Insurance Producer to join our growing agency. The Insurance Producer is responsible for developing new business, building strong client relationships, identifying customer insurance needs, and recommending appropriate coverage solutions.
The ideal candidate is a strong communicator who is comfortable prospecting for new clients, developing relationships, and working toward individual and agency sales goals.
Key Responsibilities
• Develop and maintain a pipeline of prospective insurance customers through referrals, networking, outbound prospecting, and other lead-generation activities.
• Meet with prospective clients to understand their personal or business insurance needs.
• Recommend appropriate insurance products and coverage options based on each customer's individual needs.
• Prepare quotes, explain coverage options, and assist customers through the sales process.
• Build and maintain long-term relationships with new and existing clients.
• Follow up consistently with prospects and clients to maximize sales opportunities.
• Meet or exceed established sales, production, and activity goals.
• Maintain accurate customer and prospect information within agency systems.
• Stay current on insurance products, underwriting guidelines, industry trends, and regulatory requirements.
• Provide a high level of customer service throughout the sales and onboarding process.
• Work closely with agency leadership and other team members to achieve overall agency goals.
• Participate in ongoing training and professional development.
Qualifications
• Required: Active Property & Casualty (P&C) insurance license.
• Preferred: Active Life, Accident & Health insurance license.
• Strong verbal and written communication skills.
• Demonstrated ability to build relationships and establish trust with customers.
• Strong organizational and time-management skills.
• Self-motivated, competitive, and results oriented.
• Comfortable making outbound calls and engaging in proactive sales activities.
• Ability to work independently while also contributing to a team environment.
• Strong problem-solving and decision-making abilities.
• Previous insurance, sales, financial services, or customer service experience is preferred.