Producer

Producer

Requirements

• Experience in insurance sales or related industry sales based on the assigned book of business
• Ability to think strategically based on client’s priorities and marketplace cycle
• Strong communication skills both written and verbal
• Ability to delegate and hold team & partners accountable
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
• Travel required (up to 40% based on client book of business)
• Skilled at understanding the client’s entire business as it relates to insurance protection (matching to their aversion level of risk) as it relates to specific terms & conditions
• Holds general insurance designation
• Holds formal specialty designation (ARM, CPCU, Industry specific designation, etc.)
• PC literate with advanced skills in Microsoft Office programs
• Strong written and verbal presentation skills; experience in training preferred
• Self-motivated; innovative; results oriented; professional demeanor
• Ability to view the world through the lens of a customer
• Critical thinking and analytical skills
• Ability to complete individual task work
• High organizational skills
• Ability to work well with deadlines
• Continuous improvement mindset

Responsibilities

• Develops and acquires new business revenue through sales to new and existing clients
• Provides service to clients according to their needs, retaining them as clients
• Participates in team sales situations with other producers and support personnel
• May manage overall client relationships and is supported by day-to-day account management
• Assists, educates and develops other staff members in new client sales situations and existing client service requirements
• Applies industry technologies to new sales, additional sales to existing clients and account service
• Provides direction in account transfer situations
• Prepares and implements an individual business plan and production budget
• Develops and maintains interdivision/intercompany relationships consistent with our corporate culture
• Maintains intimate knowledge of clients’ business operations, strategies, and needs throughout the year
• Prepares for and facilitates meetings with key stakeholders and clients
• Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals
• Pursues mastery of the client industry through on-going education and awareness of industry trends, products, and services
• Develops and maintains carrier relationships
• Develops and maintains a book of business that is > $1.0 Million in revenue
• 50% + book of business focused on large/complex accounts
• Plays a lead role with large/complex accounts, based on primary industry levels
• Identifies with client’s priorities then creates a vision for their insurance program with alignment to their risk management goals, and understands client’s business philosophy
• Structures a strong, long-term partnership with assigned clients
• Conducts client meetings to report activity, trends, overall service results and recommends actions to improve performance and mitigate risks
• Collaborates with internal colleagues and key stake holders to ensure the highest level of service delivery and to address potential issues
• Responsible for driving relationship renewal processes and for terminating/exiting inactive agent relationships as needed
• Become a power user of our online policy management platforms to deliver creative solutions and new operational procedures
• Through on-going education increases the perceived value of our company and its services
• Clearly and amicably communicate with internal and external team
• Maintains alignment and support through communication, encouraging the sharing of information and continually seeking ways to improve
• Will proactively participate with the senior management team in developing and executing strategic plans to meet organizational business goals
• Collaborates with Distribution leadership to establish strategic plans for the longer-term, establishing initiatives now that center on future product and service offerings, closing team competency gaps, creating space for innovation and succession planning for the department
• Maintains awareness of competitor products, the overall insurance marketplace as well as industry issues to ensure the company is providing competitive and adequate insurance coverage.

Preferred Qualifications

• College Degree preferred but service industry experience will be considered in place of a College Degree
• Experience in training preferred