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Commercial Insurance Producer
Company | Woodruff Sawyer |
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Location | San Francisco, CA, USA |
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Salary | $150000 – $200000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Senior, Expert or higher |
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Requirements
- Demonstrable track record of meeting or surpassing established growth and profitability goals
- Excellent presentation skills in a sales environment
- Proficient with Microsoft Office
- Excel at verbal, written and interpersonal communication
- 4-8+ years of proven industry experience
- Demonstrated ability to resolve sophisticated client concerns
- Required to obtain the applicable insurance license(s) within 90 days of date of hire
- Valid Driver’s license and reliable transportation required
Responsibilities
- Meet or exceed set minimum production goals annually, tracking established revenue of new, lost, and retained business against budget
- Collaborate with clients on internal strategy and value of Woodruff Sawyer’s offerings to meet clients’ critical initiatives
- Seek out opportunities pertaining to existing clients, including new business and cross-sell opportunities
- Develop compelling business solutions and strategies to attract prospects within a specific industry or product area
- Establish and maintain a list of target accounts and spheres of influence, developing a strategy for the sales efforts required to penetrate opportunities
- Assist in the development of products and services
- Develop and provide a strategic overview on accounts, working with the assigned service team to deliver on our service model, and engage as necessary in client details to achieve client retention targets
- Build and maintain C-suite or key decision-maker relationships
- Develop personal client ‘keep in touch’ plan and keep clients informed of changes in the insurance industry
- Maintain specific industry/coverage/technical expertise and serve as a proactive resource on the team; ability to partner with other Producers
- Keep abreast of market changes, developing trends and maintain awareness of competition
- Participate in relative industry and trade association meetings and events
Preferred Qualifications
- Bachelor’s Degree preferred