Positions Available

Creekside Insurance, LLC

Job Description Commercial Lines Producer

Objectives

To be responsible for:

1.   Developing new commercial lines customers and,

2.   The retention and account development of existing customers.

Position Responsibilities

1.   Identify new leads and gather the necessary information for submissions.

2.   Spend the majority of time in front of prospects or customers, actively servicing client needs.

3.   Develop, present, and sell new business proposals to appropriate prospects.

4.   Gather necessary information and develop, deliver, and sell renewal proposals.

5.   Comply with account quality and size standards established by the agency.

6.   Establish the payment arrangement for each customer and collect premiums in accordance with the agency’s collection policy.

7.   Perform periodic service calls on all accounts and provide or coordinate customer service as requested.

8.   Conduct risk management surveys and determine insurance coverage needs based on sound risk management principals.

9.   Provide continuous professional advice, guidance, and suggestions for improving the risk management programs of agency clients and prospective clients.

10. Sell additional coverage to existing customers.

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11. Facilitate joint sales calls and the sharing of lead information among the life & health and personal lines departments.

12. Attend and actively participate in regular sales meetings.

13. Participate in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives.

14. Assist the marketing department in the securing and negotiation of quotations and the placement of coverage with appropriate insurance carriers.

15. Achieve annual sales goals and provide regular feedback to the sales manager on progress toward those goals.

16. Achieve educational and professional development goals established by agency management.

17. Perform special projects at management’s request.

18. Maintain a professional demeanor and actively support and promote a positive public image for the agency.

Skill Requirements

1.   Strong interpersonal, communication, and organizational skills

2.   Self-motivated with initiative, energy, and integrity

3.   At least three years of experience as a commercial producer

4.   Commitment to ongoing professional development through industry-sponsored educational programs

5.   College degree, or equivalent, in prior employment history and/or industry-sponsored educational programs.

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