Property & Casualty Insurance - Personal Lines Sales Producer

Job Description

Location(s): Northern New Jersey

Description: The P&C Insurance - Personal Lines Sales Producer will be responsible for developing and managing an active pipeline through seeking out prospects, calling on potential clients, conducting in depth needs analysis/risk assessments, developing ideas for meeting their needs, presenting information on the organization’s capabilities, strategically cross-selling products aligned with clients’ needs and introducing technical specialists, as required, to attain and retain the business.

Job Responsibilities:

Personal Lines

Proactively develop relationships with company mortgage team to create a seamless process for providing homeowners policy quotes to new mortgage clients.

Home and Auto Insurance

Communicate with potential clients to provide quote proposals for home and auto insurance.

Account Maintenance

Collaborate with account managers to create and maintain client account files.

Cross Selling

Review current policy lists to identify account rounding/cross selling opportunities.

Sales Process

Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs.

Prepare proposals and presentations using marketing resources.

Provide consultative advice in key risk areas.

Identify and close potential cross-sell opportunities.

Client Management

Maintain consistent/high quality touch points by phone and face to face with clients.

Champion the proper advocacy of claims.

Support Client Management team in identifying and closing rounding opportunities.

Pipeline Management

Identify prospects for business from existing and prospective clients.

Obtain referral leads from existing clients.

Identify and pursue cross-selling opportunities.

Participate and take leadership roles in targeted community and professional associations.

Job Requirements:

Bachelor’s Degree in Business, Accounting, Finance or related discipline preferred;

Active Property & Casualty insurance license with a minimum of two years’ experience as a P&C sales producer and/or account manager;

Experience working with Applied Epic and PL Rating preferred;

Proven track record of successful pipeline development, delivery of effective sales strategies and reputation as a client-centric sales professional;

Comprehensive working knowledge of principles and methods of selling products; services and value propositions; sales marketing strategies and tactics; technical knowledge of insurance and risk management products, services, and value propositions; pipeline management and cross-selling;

Ability to identify and leverage essential information and think in a critical and logical manner;

Ability to work in a client-centric strategic and decisive manner according to tight deadlines;

Computer and technical proficiency;

Excellent written and verbal communication skills;

Detail oriented with the ability to prioritize and multitask.

Columbia Bank and its affiliates is an Equal Opportunity Employer

Affirmative Action Employer/Males/Females/Protected Veterans/Individuals with Disabilities