Insurance Sales Producer

Position Overview

CG Insurance Agency is seeking a motivated, relationship‑driven Insurance Sales Producer to join our growing team. This consultative sales role is designed to set you up for success from day one with company‑provided lead opportunities that give you a strong foundation while you learn our products, systems, and clients. The position is in‑office based in Haslett, Michigan, offering a base salary with meaningful incentive upside tied directly to new business performance.

• Work company‑provided lead opportunities as the foundation of your pipeline — converting and closing with professionalism and follow‑through.
• Develop your own referral sources and centers of influence — mortgage brokers, realtors, CPAs, auto dealers, and other community connectors — creating additional earning opportunities.
• Build and maintain a referral network that generates consistent self‑sourced new business alongside company‑provided opportunities.
• Participate in periodic marketing and community events representing the CG Insurance brand — building visibility and converting relationships into new business opportunities.
• Conduct outbound follow‑up activities, including calls, emails, and proposal delivery, with consistency and discipline.
• Maintain a disciplined, organized approach to pipeline management and follow‑through.
• Consistently meet or exceed monthly and annual new business production goals.
• Conduct thorough needs‑based insurance reviews to identify coverage gaps and client exposures.
• Educate clients on coverage options, risk considerations, and the value of adequate protection.
• Deliver professional, confident insurance proposals tailored to each client’s situation.
• Recommend appropriate solutions based on client needs — not carrier convenience.
• Build lasting client relationships that generate referrals and expand household coverage.
• Identify opportunities to round out accounts with additional lines of coverage.
• Participate in client retention and annual review initiatives.
• Represent CG Insurance Agency with professionalism in every client interaction.
• Leverage our multi‑carrier platform to obtain competitive coverage options for clients.
• Stay current on carrier appetite, underwriting guidelines, and product offerings.
• Present clients with clear, well‑reasoned coverage comparisons and recommendations.
• Document all client and prospect interactions accurately and consistently within agency management systems.
• Maintain a well‑organized sales pipeline with up‑to‑date activity tracking and follow‑up scheduling.
• Adhere to E&O best practices and carrier compliance requirements at all times.
• Complete all required documentation standards with accuracy and timeliness.
• Actively participate in sales meetings, training sessions, and agency growth initiatives.
• Collaborate with service team members to ensure a seamless, professional client experience.
• Contribute to a positive, performance‑driven team culture.

• Active Michigan Property & Casualty License – or the demonstrated ability and commitment to obtain licensure within 60 days of offer.
• Proven experience in sales, customer service, or business development – insurance background helpful but not required.
• Strong interpersonal and communication skills – you connect with people naturally and build trust quickly.
• Self‑motivated and goal‑oriented with a track record of hitting or exceeding targets – you are energized by earning and motivated to grow.
• Comfortable working a structured lead process and, over time, developing your own referral network and centers of influence.
• Outgoing and personable – comfortable representing a brand at community events and networking functions as opportunities arise.
• Proficient with CRM platforms, agency management systems, and standard business technology.

• Previous insurance sales or financial services experience.
• Familiarity with personal lines and/or commercial lines products and coverages.
• Experience using agency management or CRM platforms in a sales environment.
• Existing referral network or community presence in the greater Lansing/Mid‑Michigan area.

• New business premium…