Insurance Sales Producer

The Insurance Sales Producer is responsible for initiating new business opportunities and leading client relationships.

Insurance Sales Producer Duties & Responsibilities:

Responsible for leading all aspects of client service delivery and business development; work closely with the staff and other producers.

Team leadership – assist the team with developing strategy for client goals, manage client expectations, and clear obstacles to achieve team success

Active participation with industry associations and trade groups

Responsible for initiating new business opportunities – coordinate resources with Practice Leader

Requires 10% net growth for book of business on an annual basis

Understand our client’s business and industry – seek out current news on industry, regulatory, litigation developments.

Develop a strong relationship with the client and understand their business priorities

Continually set a high standard – lead by example

Subject to the terms of the Producer Pay Plan

Negotiate fees and scope of work for clients

Conduct research on clients and prospects

Develop client ready content, speaking engagements, white papers, blog, etc.

Develop and execute annual business plan

Attend and prepare for sales meetings

Document and maintain sales tool

Insurance Sales Producer Selection Criteria:

5 + years of business development experience

Relevant insurance industry experience is preferred

Bachelor’s Degree is required

Appropriate state licensing required at time of hire or achieved within 90 days of hire date

Work really hard – let’s not confuse effort with results

Embrace Failure – if you are not failing, you are not pushing your limits, and if you are not pushing your limits, you are not maximizing your potential.

Be growth oriented – want to be part of a growing business

Impact the business – deliver unexpected client results; take personal accountability

Intellectual curiosity – willingness to learn

Initiative – find practical solutions for our clients

Open to feedback – seek constant improvement; understand your strengths and opportunities for improvement

Operates with uncertainty – open to new experiences as a means of self-improvement

Teamwork – work well with others, proactively share information with colleagues

Professional manner – high standard of performance and integrity

Think strategically – make thoughtful decisions

Communication – listens well; concise and articulate in speech and writing