COMMERCIAL LINES PRODUCER

The Commercial Lines Producer generates revenue through the sales of Commercial Lines Property and Casualty insurance products, requiring advanced communication skills and a thorough knowledge of insurance products.

Requirements

• Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines.
• Follow up on referrals provided by agency team within designated time frame.
• Negotiate coverage and pricing to provide the best value to the client.
• Communicate effectively with customers, agency and company personnel.
• Provide complete and accurate risk and underwriting information including classification and survey data and loss history to agency and company personnel.
• Conduct client and prospect appointments to assess insurance needs, communicate proposals and renewals, provide coverage and pricing options, explain details and desire to conduct business.
• Support Commercial Lines and other sales efforts through a mutual referral network to cross sell qualifying business.
• Adhere to agency standards for workflows, procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions.
• Comply with all regulatory requirements regarding licensing, sales and service of Property & Casualty business.
• Complete and maintain required reports and attend all sales and personal lines meetings as required.
• Keep informed of industry developments through community involvement and continuing education.