Agency Producer

Description

About CG Insurance:

CG Insurance, a division of CG Financial Services, provides client-centered, relationship-driven insurance solutions to protect what matters most to our commercial clients. We take pride in our responsiveness, clarity, and ability to deliver risk management guidance tailored to each client’s unique business needs. Our team thrives on collaboration, professional excellence, and a service-first mindset.

The Agency Producer directly contributes to and supports the sales goals of the agency or specialist department, working closely with leadership to achieve both short-term and long-term growth objectives. This includes generating new business, cross-selling, providing excellent customer service, and maintaining strong client relationships to ensure retention and profitability.

• Solicit and write new business for the personal lines division
• Coordinate with agents and/or operations managers to assist in determining proper coverage
• Provide underwriting and rating for new accounts
• Maintain up-to-date knowledge of new products, initiatives, and industry trend
• Actively solicit renewal and expiration dates from clients and prospects
• Develop and maintain strong relationships with existing clients
• Meet production goals and performance targets set by management
• Maintain accurate monthly sales records and submit reports as required
• Perform additional duties as assigned

Our Core Values:

We are not just looking for a specific skillset. We are looking for someone who lives our values and contributes to our team’s positive momentum and shared success.

• Thirst for Knowledge:
  You have a curious and creative mindset, always seeking to learn and grow.
• Innovative Problem Solver:
  You lead with solutions, set the tone for collaboration, and deliver with accountability.
• Self-Motivated:
  You are driven, proactive, and unafraid to take initiative or tackle challenges.
• Authentic:
  You operate with honesty, integrity, and a no drama, no politics approach.
• Positively Impact People:
  You care about helping others grow, your team, clients, and community, and believe in collective success.

Why Join CG Insurance:

• Paid time off and holidays to support work-life balance
• Regular company team-building events and seasonal celebrations
• Opportunities to participate in community volunteering and outreach initiatives
• Support for professional development, continuing education, and industry certifications
• A collaborative culture where every team member is valued and encouraged to contribute

Requirements

• Results-Driven: Meet and exceed performance metrics and sales goals
• Productivity: Work proactively, taking initiative and ownership of responsibilities
• Innovation: Embrace and recommend process improvements
• Communication: Strong verbal and written communication skills
• Teamwork: Collaborate effectively, accept feedback, and contribute to team success

• Previous customer service or sales experience (insurance preferred)
• Must hold a valid insurance license (or ability to obtain one)
• Strong PC proficiency and basic math skills
• Excellent analytical, conflict resolution, and problem-solving skills
• Ability to work structured schedules and adapt to flexible hours when needed