Insurance Producer Job Description template and pdf with duties [2024]

Job summary 1

The Insurance Producer will be responsible for Property and Casualty insurance sales, both for commercial and personal lines accounts. They will also have the ability to write Life, Accident, and Health Insurance. They will work with the sales manager on prospecting strategies, identifying target markets, and sales techniques to solicit business as agreed upon based on the agency’s needs and goals.

Duties & Responsibilities 1

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Works diligently to establish relationships and create processes to retain the current block of business
- Determines and manages co-brokerage relationships insuring favorable financial performance and customer satisfaction of Stratum insureds
- Manages relationships with key carrier partners and determines the appropriate partners given market changes and shareholder/client needs and demands
- Assists in creating all marketing and outreach material in support of the service line

Requirements & Skills 1

Associates or Bachelor in Business Administration, Finance, Accounting, Marketing, or equivalent experience
Insurance Producer License Life, Health, Property, and Casualty lines of business within 3 months.
Minimum five years of insurance experience preferably focused on large group employee benefits and/or P&C segment of the business.

Job summary 2

We have an excellent opportunity for an Insurance Producer. This position will work in a high-level, fast-paced role supporting our multi-site/state client HR partners. This is a highly specialized role focused on servicing both clients, client employees (both prospective and former employees), and being a knowledgeable liaison between Company HR and a multitude of vendors, insurance carriers, and state, and federal agencies on our clients and client employee’s behalf in support of the Company’s Vice President.

Duties & Responsibilities 2

Requirements & Skills 2

Job summary 3

The Insurance Producer will be a key contact for the growth of the insurance business line. The Insurance Producer will have responsibility for delivering savings and enhanced services to Stratum shareholders and clients, as well as developing business plans and service offerings to drive new revenue to the Company. The Insurance Producer will also have responsibility for servicing both potential clients and retaining clients.

Duties & Responsibilities 3

Solicit new business sales and services existing customers' accounts.
Identify and contact non-realty lead sources to assess, recommend and secure appropriate insurance coverage.
Foster and maintain professional networking relationships with clients.

Requirements & Skills 3

Must be licensed in Property and Casualty
- 2 years personal lines insurance sales experience; preferable in an independent agency setting
- Must have a successful sales and marketing background
- Strong organizational and interpersonal skills as well as being a self-starter and extremely motivated.

Job summary 4

The Insurance Producer is assigned a specific real estate office location and then works with these clients in assisting them with their insurance needs. What a great service and convenience for new home buyers! Here is a position as an employee (no office expenses to pay) with a growing and long-established insurance agency with thousands of real estate buyer referrals each year. If you want to work, want to succeed, and want to grow, this is the role for you. Support is provided once the sale is made... ideal for the true salesperson.

Duties & Responsibilities 4

Generate leads through networking, trade groups, cold calls, industry lists, referrals, etc.
Prepare sales presentations for target segments
Meet with prospects to review their exposures, make coverage recommendations, and complete applications
Work with account managers on the placing and servicing of accounts
Acquire a balanced book of business based on the agency’s needs
- Provide annual account reviews of the book of business to ensure clients are properly insured
- Accountable for the profitability of the book of business
- Must be professional and positively reflect our agency’s image and expertise

Requirements & Skills 4

Bachelors degree or equivalent.
Would prefer someone with a minimum of two (2) years of insurance sales either commercial or personal lines and/or knowledge of the insurance industry.
Must have strong communication, negotiation, and relationship-building skills with the ability to close an account, cross-sell, and up-sell.
Must be a self-starter and have a team player mentality.
- This individual should be comfortable with cold calling and prospecting independently.
- Must be a strategic thinker with strong problem-solving skills.
- Candidate should currently have a property and casualty license as well as a valid driver’s license with a favorable driving record.

Job summary 5

We are looking to add an experienced Insurance Producer to our team. We want producers who want to build a new book, take their existing book to another level, or diversify their book segments. If you are looking to grow and take your career to new heights, apply today!

Duties & Responsibilities 5

Prospecting for new customers through networking within the community, seeking referrals from existing clientele, and partnering with community leaders and organizations to identify new business opportunities
Establish and maintain a thorough understanding of core coverage lines, risk management solutions, and insurance products
Articulate the agency's value proposition in a manner that bridges the agency's capabilities and approach to the prospect's risks and needs
Develop and maintain a thorough understanding of client's business needs and leverage the agency's carrier network to meet these needs
Proactively engage existing clients to anticipate and plan for their future needs
- Build and influence relationships with carriers to translate their solutions relative to clients' needs
- Actively remain up-to-date on industry and market trends that impact prospects and clients
- With the support of the Marketing Department, develop proposals, contracts, and renewal agreements

Requirements & Skills 5

Minimum 3 years of consultative commercial insurance sales experience
Demonstrated success in developing new business and maintaining an existing book of business
Articulate, compelling, and creative in verbal communication
Self-motivated and disciplined with the ability to work independently with limited supervision or within a group team environment
Comfortable operating in a fast-paced, high-pressure environment
- Possess a genuine willingness to learn, be intuitive and resourceful
- Property and Casualty license required
- Bachelor's degree preferred

Job summary 6

The Insurance Producer collaborates with the Insurance agent to efficiently meet the needs of their clients. The position requires excellent communication and organizational skills.

Duties & Responsibilities 6

Provide superior service to our clients by promptly responding to their inquiries made by both the Commercial Agents and the clients.
Aid in high-volume price quotation entries.
Maintain individual client files and process routine customer service correspondence between our agency, the client, and/ or companies including preparing policy documents and processing service work.
Payment processing back-up to Management & Receptionist for Commercial policies.
- Process Changes Requests on Commercial Policies
- Commercial Account Billing Inquiries
- Perform additional functions at the direction of Agency Management.

Requirements & Skills 6

High school diploma or GED equivalent required
Bi-lingual in Spanish preferred
Licensed to sell vehicle products (Within 6 months of employment)\
Two years of sales and/or customer service combined experience
- Position is subject to a background check
- Cash handling experience required
- Computer experience necessary

Job summary 7

We are seeking a fully-licensed Insurance Producer to help grow our book of business. Training will be provided along with a base salary and generous commission structure.

Duties & Responsibilities 7

Directly contributes to and supports the sales goals of the agency. This includes new business, cross-sell opportunities, customer service, retention, and profit goals.
Solicits and writes new business while conforming to all state laws and Farmers Insurance policies and procedures.
Calling and visiting clients and prospects daily and meeting the expected volume of solicitations.
Provides underwriting for new accounts. Maintains knowledge of new products and initiatives and coordinates with Farmer's Underwriting for large and complex policies.
Develops agency relationships with existing clients and works to cross-sell additional policies to those clients.
- Meets the production requirements and goals assigned by the agency. This includes maintaining accurate monthly prospecting and sales records.
- Travel locally to meet with clients and prospects at their homes or offices as needed.
- Performs other duties as assigned

Requirements & Skills 7

College degree preferred but not required.
Previous insurance agency experience is highly preferred.
Outgoing personality – enjoy engaging and talking to people.
Comfortable dealing with high a high volume of outbound and inbound phone activity.
- Ability to work independently and proficiently without excess supervision.
- Basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, and strong verbal and written communication skills.
- Note: This position may require having the flexibility to work nonstandard hours/shifts and the ability to adhere to a structured schedule.

Job summary 8

We are seeking an experienced and career-minded Insurance Producer to assist in rapidly expanding our commercial division. This is a full-time exempt position with company benefits and room for advancement for the right individual. Earning potential is uncapped.

Duties & Responsibilities 8

Requirements & Skills 8

Intelligent and reliable self-starter with well-polished communication skills
Ability to communicate clearly and precisely in English (oral and written)
Ability to demonstrate self-control and an ability to manage time and priorities
- Bachelors degree preferred but not required
- CIC and/or CPCU designations
- Bilingual in Spanish

Job summary 9

The Insurance Producer supports the Relationship Managers by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Insurance Producer must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items, and following through to completion while keeping all parties informed throughout the process.

Duties & Responsibilities 9

Requirements & Skills 9

A Bachelor’s degree is preferred; HS Diploma or GED required
The ideal candidate will have 1-3 years of corporate support/operations experience; Financial Services/Insurance industry helpful. Insurance product knowledge (life, disability, and long-term care) is preferred.
Recent College grads with relevant internship or work experience considered.
The ability to interact with clients diplomatically and professionally is a must.
- Excellent verbal and written communication skills are essential.
- Must have the ability to work independently and multi-task while paying attention to details as well as be highly organized and able to prioritize in a fast-paced sales environment.
- Must be proficient in Microsoft Office Suite. Experience utilizing a Client Relationship Management (CRM) system is preferred.

Job summary 10

The Insurance Producer develops and sells commercial lines business.

Duties & Responsibilities 10

Requirements & Skills 10

College degree and/or one year experience in commercial lines or equivalent education and related training.
State issued agent's license.
Sales oriented.
- Have a thorough knowledge of commercial lines insurance.
- Documented continuing education.
- Above average interpersonal skills, both verbal and written

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