Job Details
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