Producer, Sales, Insurance Sales

Key Responsibilities

• Build and maintain a strong prospect pipeline through cold calling, referrals, and approved lead sources.
• Obtain, prepare, and follow up on underwriting, rating, and other necessary information for new submissions and account retention.
• Complete applications and perform basic risk analysis for both new and existing accounts as needed.
• Execute assigned components of the agency’s strategic sales plan with coaching and leadership support.
• Collaborate with marketing and support teams to ensure timely, accurate, and complete submissions.
• Represent carrier partners, preferred vendors, and the organization professionally in all interactions.
• Maintain a strong focus on accuracy and compliance to minimize errors and omissions exposure.
• Actively pursue personal and professional development through required coursework, licensing, and career pathways.

• Active insurance license (or ability to obtain within a specified timeframe).
• Strong communication and relationship‑building skills.
• Self‑motivated with a results‑driven sales mindset.
• Ability to manage multiple priorities and meet deadlines.
• Detail‑oriented with a commitment to accuracy and compliance.
• Proficiency in Microsoft Office and the ability to learn the sales software.

• Competitive compensation structure.
• Ongoing training, coaching, and professional development.
• Supportive team environment with dedicated service and marketing resources.
• Benefits (health, dental, vision, etc.).

The ideal candidate is proactive, resilient, and thrives in a goal‑oriented environment. They enjoy building relationships, identifying opportunities, and delivering solutions that meet client needs.