Production Associate

Production Associate

Requirements

• Bachelor’s degree in business-related program preferred or equivalent education and/or experience
• Good communication, presentation, and interpersonal skills
• Ability to develop lasting client relationships
• Ability to work well on your own and also as part of a team
• Ability to develop in-depth knowledge of products and markets
• Self-confident with good business sense and professional manner
• Must be able to travel as necessary for client meetings, agent conventions, and other industry meetings as needed
• Must learn the Agency Management System and Document Imaging System
• General understanding of commercial property and casualty coverages
• Aptitude for accuracy in mathematical calculations
• Advanced working knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
• Ability to manage ongoing working relationships with clients and associates
• Firm, fluent grasp of English language with above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility
• A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
• Must have Property & Casualty license or obtain within 90 days of employment

Responsibilities

• Process and handle daily service tasks and activities
• Provide assistance in the new business and renewal process (including marketing) as requested
• Know available markets for various industries and coverages, effectively negotiate placement with carriers, develop relationships with carriers, evaluate coverages/cost
• Present proposals to prospects and clients, ensure all needed coverages are included to protect the client, close the sale, deliver policies
• Handle complex processing and claim situations with client and/or company personnel
• Assist clients with policy, coverage, and service issues as needed
• Proven ability to organize and manage day to day and special activities in order to meet deadlines
• Demonstrated ability to understand and execute oral and written instruction
• Demonstrated understanding of when to proceed alone and when to involve the Client Executive, Client Manager, Producer, or others
• Attends unit meetings, education workshops, carrier functions, staff meetings, and social events, as needed
• Protects the confidentiality of all client information
• Follows Standard Operating Procedures
• Promote agency and insurance industry in the community
• Maintain professional, technical and industry knowledge by pursuing designations, attending educational classes, reviewing professional publications, establishing personal networks, participating in professional societies and company training meetings on new products
• Network, create relationships with potential future clients and carrier partners. Foster existing relationships with consistent and effective touch points
• Shadow existing Producers on client and prospect calls and meetings

Preferred Qualifications

• Bachelor’s degree in business-related program preferred or equivalent education and/or experience