Commercial Producer

Primary Functions:

Sales oriented position requiring advanced communication skills, a thorough knowledge of insurance products available through the agency. Capable of pursuing and closing sales of new and existing commercial lines accounts and retaining an assigned book of commercial lines business.

Major Responsibilities

  • Achieve objectives established in annual producer sales plan.
  • Prospect for new business from existing clients and identified target groups.
  • Contact prospects for the purpose of providing a quote and making sales appointments.
  • Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products, and records.
  • Collect detailed risk and underwriting information including survey data and loss history.
  • Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.
  • Work with service person or marketer to complete company submissions and selection of potential markets.
  • Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating the desire to conduct business.
  • Introduce service person to clients and request that service calls be directed to them and forward all service related calls to an assigned service person.
  • Stay informed of all claims or service issues and become involved in resolution when required.
  • Participate in renewals, when appropriate, by reviewing expiration listing with service personnel to determine appropriate action and collection of information to prepare renewal submissions.
  • Maintain production reports and attend all sales meetings as required.
  • Promote agency and insurance industry in the community.
  • Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
  • Perform other specific duties and projects as assigned by agency management.

Qualifications

Proven ability to pursue and close sales. Three plus years of experience in sales.

If you are interested in a career with us, we encourage you to fax or e-mail your resume to:

Pamela Moulton
pmoulton@atlasinsuranceagency.com


Atlas Insurance is an Equal Opportunity Employer