Insurance Producer

We are seeking a motivated and results-driven Insurance Producer to join our team. In this role, you will be responsible for prospecting, networking, and producing new insurance policies and accounts. You will also play a critical part in ensuring the retention of existing accounts through renewals and ongoing client satisfaction.

Client Follow-up :
Provide immediate follow-up on client referrals to ensure a seamless transition to new business.

Prospecting & Outreach :
Make outbound calls to potential clients, identify business needs, and propose appropriate insurance products and services.

Account Acquisition :
Actively pursue new business by generating leads and creating interest through client engagement.

Risk Management Consultation :
Offer professional risk management advice to prospective clients, helping them understand the value of tailored insurance solutions.

Quotation & Proposal Management :
Gather necessary information to prepare insurance quotations and market accounts to a variety of carriers.

Presentation :
Prepare and present proposals to prospective clients to close sales and meet company objectives.

Premium Collections & Payment Coordination :
Work with clients to ensure premium payments .

Industry Knowledge & Education :
Stay updated on industry trends and regulations; pursue ongoing education and professional development.

Revenue Impact :
Drive company revenue by acquiring new business and maintaining strong relationships with existing clients to secure renewals.

Insurance or Sales Background : 1–2 years of insurance experience or sales experience preferred.

Outbound Marketing & Lead Generation :
Proven success in outbound marketing and securing first appointments with prospects.

CRM Experience :
Experience using a CRM database, especially Hawksoft, is highly preferred.

Track Record of Success :
Demonstrated success in sales or customer service, with clear examples of achieving business goals. customer service, with clear examples of achieving business goals.

Education :
Associates degree or higher preferred. A High School Diploma or equivalent will be considered.

Licensing : A Property & Casualty Insurance license is required. Life, Health, and Disability licenses are highly preferred, but we are willing to train the right candidate if unlicensed.

Continuing Education : A strong commitment to ongoing education and professional development is essential.

Must be able to pass a background check

Microsoft Office Proficiency :
Intermediate to advanced skills in Microsoft Excel, Word, Outlook, and PowerPoint.

Sales Success :
Proven track record of success in a high-activity sales environment with clear examples of results.

Communication Skills :
Excellent verbal and written communication skills, with the ability to present information professionally and effectively.

R elationship Management :
Ability to engage with internal and external clients at all levels.

Self-Motivation : A strong desire to succeed, with a high degree of self-discipline and motivation.

Bilingual (Preferred) :
English/Spanish fluency is highly preferred.

Compensation

Compensation is directly tied to sales performance, with no guaranteed base salary or hourly rate