Job Description: Commercial Insurance Producer

Job Summary

Seeking a motivated and client-focused Commercial Insurance Producer to join a dynamic team. This role involves building relationships with new and existing clients, assessing their commercial insurance needs, and providing customized insurance solutions. The ideal candidate will be a licensed insurance producer who thrives in a fast-paced environment, demonstrates strong communication skills, and is dedicated to delivering exceptional service. This is an excellent opportunity to grow a career while helping clients protect their businesses effectively.

Responsibilities

• Build and maintain strong relationships with clients and prospects, providing expert guidance on their commercial insurance needs.
• Identify new business opportunities through networking, cold-calling, referrals, and attending industry events.
• Conduct risk assessments to evaluate clients' unique business exposures and recommend tailored insurance coverage options.
• Present and explain policy terms, coverage, and benefits to clients to ensure full understanding and satisfaction.
• Negotiate and secure competitive insurance packages with underwriting partners on behalf of clients.
• Develop and execute sales strategies to achieve and exceed sales targets and expand the client portfolio.
• Stay informed on market trends, industry regulations, and product knowledge to deliver accurate recommendations to clients.
• Collaborate with colleagues and internal departments to ensure efficient processes and exceptional service.
• Maintain accurate client records, manage renewals, and address policy changes or claims when necessary.

Qualifications/Requirements

• Insurance License: Active Property & Casualty Insurance Producer license required.
• Experience: Proven experience in commercial insurance sales or a related field; a strong client book is a plus.
• Sales Skills: Demonstrated ability to prospect, negotiate, and close deals effectively.
• Communication Skills: Exceptional written and verbal communication skills.
• Interpersonal Skills: Strong relationship-building, networking, and client management abilities.
• Industry Knowledge: Familiarity with commercial insurance products, policy types, and coverages.
• Technology Proficiency: Comfortable using CRM software, Microsoft Office Suite, and insurance quoting platforms.
• Detail-Oriented: Strong organizational skills with a commitment to accuracy in policy management and documentation.
• Team-Oriented: Ability to collaborate effectively with others in a professional environment.
• Adaptability: Openness to learning and flexibility to adapt to evolving market conditions and client needs.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-NC1

Job Summary

We are seeking a dynamic and motivated Commercial Insurance Middle Market Producer to join our dedicated team. The successful candidate will be responsible for generating new business and retaining existing clients within the commercial insurance sector. This role requires the ability to build and maintain strong relationships with clients, as well as a comprehensive understanding of insurance products and regulations.

Responsibilities

• Prospect and generate leads to acquire new business within the middle market segment.
• Conduct thorough risk assessments and underwriting analysis to provide tailored insurance solutions to clients.
• Develop and maintain strong relationships with clients to ensure high levels of satisfaction and retention.
• Collaborate with underwriters, claims professionals, and other internal stakeholders to deliver comprehensive and competitive insurance proposals.
• Stay abreast of market trends, industry developments, and changes in insurance regulations to effectively advise clients and drive business growth.

Qualifications/Requirements

• Proven experience as an Insurance Producer specializing in commercial insurance, preferably within the middle market segment.
• Strong sales and negotiation skills with a track record of meeting or exceeding targets.
• In-depth knowledge of commercial insurance products, underwriting principles, and risk management.
• Excellent communication and interpersonal abilities to effectively engage with clients and internal teams.
• Relevant insurance licensing and certifications as required by state regulations.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-AS2

Commercial Lines Inside Sales Representative

Job Summary

Seeking a motivated and results-driven Commercial Lines Inside Sales Representative to join a dynamic and innovative team. As part of this team, you will play a pivotal role in managing and converting warm inbound leads into successful sales. If you are a smart, enthusiastic, and team-oriented professional with a hunger for success, we want to hear from you!

Compensation Package

• Base Salary: $50,000 - $60,000 annually
• Commissions: Competitive commission structure based on sales performance
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Handle inbound calls and convert warm leads into sales opportunities.
• Focus exclusively on quoting and closing new business for small business commercial accounts.
• Work with a variety of carriers, including but not limited to Travelers, Hartford, Safeco, AmTrust, Progressive, Liberty Mutual, Cincinnati, Auto-Owners, and Western Reserve.
• Utilize EPIC and High Level software to manage client accounts and streamline processes.
• Collaborate with a team of intellectual and tech-savvy professionals in a remote, fast-paced environment.
• Act with urgency and maintain a customer-focused approach to ensure client satisfaction.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license is required.
• Experience: Minimum of 1 year of experience in a similar role is preferred, but all levels of experience will be considered.
• Tech-Savvy: Must be comfortable with AI-driven and technology-forward processes and implementations.
• Management Experience: Previous management experience is required.
• Soft Skills:
  • Smart and quick learner
  • Enthusiastic and self-motivated
  • Team player with excellent collaboration skills
  • Strong problem-solving abilities
  • Hunger for success and achieving sales goals

#LI-TR2

Employee Benefits Producer

Job Summary

Seeking a dynamic and results-driven Employee Benefits Producer to support business growth and expand market presence. This role focuses on generating new business, developing client relationships, and delivering tailored employee benefits solutions within a collaborative and professional environment.

Responsibilities

• Prospect and generate new business opportunities within targeted markets.

• Develop and execute strategies to acquire new clients and grow an employee benefits portfolio.

• Build and maintain strong client relationships by understanding needs and delivering customized solutions.

• Collaborate with internal teams to ensure a high level of service and successful client onboarding.

• Prepare and present strategic business plans to leadership, outlining growth objectives and initiatives.

• Maintain a consistent pipeline and meet or exceed established sales goals.

• Travel as needed for client meetings, presentations, and industry events.

Qualifications/Requirements

• Minimum of 2 years of sales experience with a demonstrated track record in business development.

• Holds an active L&H (Life and Health) insurance license.

• Strong sales acumen with a proactive, business development mindset.

• Proven ability to meet and exceed sales targets.

• Excellent communication and interpersonal skills.

• Self-motivated with the ability to work independently and collaboratively.

• Strong organizational and time-management skills.

• Bachelor’s degree preferred but not required.

Compensation Package

• Base salary commensurate with experience.

• 401(k) with company match.

• Profit sharing opportunities.

• Flexible paid time off.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-TR2

Employee Benefits Producer

Job Summary

Seeking a dynamic and results-driven Employee Benefits Producer to support growth initiatives and expand market presence. This role focuses on generating new business, building strong client relationships, and delivering tailored employee benefits solutions. The position offers a balance of field engagement and collaboration with internal teams in a professional and supportive environment.

Responsibilities

• Prospect and generate new business opportunities within targeted markets.

• Develop and maintain strong client relationships by understanding needs and delivering customized employee benefits solutions.

• Collaborate with internal teams to support onboarding and ongoing account management.

• Develop and present strategic business plans to leadership, outlining growth initiatives and objectives.

• Meet or exceed established sales goals and performance metrics.

• Maintain consistent pipeline activity and follow-through on opportunities.

• Travel as needed for client meetings, presentations, and industry events.

Qualifications/Requirements

• Minimum of 2 years of sales experience with a demonstrated track record of success.

• Holds an active L&H (Life and Health) insurance license.

• Strong sales acumen with a proactive, business development mindset.

• Excellent communication and relationship-building skills.

• Ability to develop long-term client partnerships.

• Strategic thinking and business planning capabilities.

• Self-motivated with strong organizational skills.

• Bachelor’s degree preferred but not required.

Compensation Package

• Base salary commensurate with experience.

• Performance-based bonuses.

• Competitive commission structure.

• 401(k) with company match.

• Profit sharing opportunities.

• Flexible paid time off.

• Comprehensive benefits package.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-TR2

SBU Commercial Producer

Job Summary

Seeking dynamic and results-driven SBU Commercial Producers to join a growing team. This role offers an exciting opportunity to contribute to the expansion of an organization. The ideal candidate will have a proven track record in sales, a strong understanding of small business commercial insurance, and the ability to build and maintain client relationships. This position also includes a leadership opportunity for a qualified candidate to oversee sales performance across multiple local offices.

Compensation Package

• Base Salary: $50,000 - $65,000 annually, commensurate with experience.
• Additional Benefits: Comprehensive benefits package, including 401(k) plan.
• Growth Opportunities: Be part of a rapidly growing organization with significant career advancement potential.

Responsibilities

• Develop and execute sales strategies to achieve revenue goals, with a target of $30,000 in the first year and $50,000 in subsequent years.
• Build and maintain a robust pipeline of small business commercial accounts.
• Provide exceptional service to clients, ensuring their insurance needs are met.
• Collaborate with service teams to ensure seamless account management.
• For leadership candidates: Oversee sales performance across five local offices, track performance metrics, set goals, and provide mentorship to team members.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience:
  • 1-3+ years of experience in small business commercial insurance sales.
  • Successful captives or personal lines producers are encouraged to apply.
  • Leadership experience or readiness to step into a leadership role is a plus.
• Skills:
  • Strong sales acumen with a personable and likable demeanor.
  • Self-motivated, goal-oriented, and a "go-getter" attitude.
  • Excellent communication and interpersonal skills.
• Technical Proficiency: Familiarity with AMS 360 software is a plus but not required.
• Work Environment: Must be willing to work in-office at either the Raleigh or Kannapolis locations, with occasional travel to other local offices as needed.

#LI-BH1

Personal Lines Producer

Job Summary

Seeking a motivated and dynamic Personal Lines Producer to join a growing team. This role is an excellent opportunity for an individual with a passion for building relationships, driving sales, and delivering exceptional service in the personal lines insurance space. As a Personal Lines Producer, you will play a key role in expanding the client base by developing referral partnerships, building your own book of business, and working with house leads to establish a strong foundation.
This is an onsite position that offers a collaborative and supportive work environment.

Compensation Package

• Base Salary: $40,000 - $60,000 (depending on experience) + commissions

Responsibilities

• Build and maintain referral partnerships to generate new business opportunities.
• Develop and grow your own book of business while leveraging house leads during the initial stages.
• Focus on selling standard personal lines insurance products, with the opportunity to expand into high-net-worth accounts over time.
• Seek and secure accounts with multiple lines of coverage, including larger and more complex accounts.
• Provide exceptional customer service and maintain strong client relationships.
• Stay informed about industry trends, products, and regulations to better serve clients.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license.
• Experience: Previous experience in personal lines insurance sales is preferred but not mandatory.
• Strong interpersonal and communication skills with a proven ability to build and maintain relationships.
• Self-motivated and goal-oriented with a drive to succeed in a sales environment.
• Ability to work onsite and collaborate effectively with team members.
• Familiarity with insurance quoting and policy management software is a plus.
• The ideal candidate will have strong sales and relationship building skills, be proficient in AMS software, preferably Hawksoft.
• This position will involve working with a variety of personal lines insurance products, including high net worth and standard policies.

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#INDTJG-MWT

Commercial Lines Insurance Producer

Job Summary

Seeking experienced and motivated Commercial Lines Insurance Producers to join a growing team. This role is integral to the mission of transforming and elevating the insurance and risk management industry. As a Commercial Lines Insurance Producer, you will be responsible for soliciting and selling new business, developing additional revenue from existing clients, and ensuring the highest level of service and retention through collaboration with account managers and service teams.

Responsibilities

As a Commercial Lines Insurance Producer, your key responsibilities will include:

• Meeting activity and sales goals as established with management and providing regular updates on progress.
• Identifying new leads and gathering necessary information for future client appointments.
• Developing, presenting, and selling new business proposals to prospective clients.
• Ensuring compliance with account quality and size standards set by the agency.
• Establishing payment arrangements for customers.
• Conducting periodic service and goodwill calls to existing accounts and coordinating customer service requests.
• Providing professional advice and guidance to improve clients' risk management programs.
• Actively pursuing the sale of additional coverage and policies to existing customers.
• Collaborating with other producers to share leads and participate in joint sales calls.
• Attending and actively participating in regular sales meetings.
• Building and maintaining strong relationships with insurance carriers and company representatives.
• Assisting the marketing team in securing and negotiating quotations and coverage placements.
• Achieving educational and professional development goals as set by agency management.
• Maintaining a professional demeanor and promoting a positive public image for the agency.

Qualifications/Requirements

The ideal candidate will possess the following qualifications and skills:

• A bachelor’s degree in business or finance (preferred).
• 3-5+ years of experience in commercial property and casualty insurance agency sales (preferred).
• Professional designations (highly desirable).
• Property, Casualty, Life & Health licenses (a significant plus).
• Proven track record of successful sales and a commitment to high standards of customer service.
• Comprehensive knowledge of commercial property and casualty insurance products.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong written and verbal communication skills to explain complex insurance information clearly.
• Proactive approach to generating new business and retaining existing clients.
• Adequate knowledge of rating procedures, coverages, and industry operations.
• Ability to travel locally to meet with clients and prospects.

#LI-RP1

Commercial Producer – Trucking & Transportation

Job Summary

Seeking a motivated and experienced Commercial Producer specializing in the trucking and transportation industry. This role is well-suited for individuals who are driven, self-sufficient, and focused on growing a book of business. The position offers the opportunity to build and expand a portfolio while leveraging strong internal support and resources within a collaborative environment.

Responsibilities

• Develop and manage a book of business within the trucking and transportation sector
• Build and maintain strong relationships with clients, carriers, and internal partners
• Identify and pursue new business opportunities to support revenue growth
• Create and execute strategic sales and business development plans
• Collaborate with leadership to align production goals with broader business objectives
• Utilize agency management software and CRM tools to manage accounts and track activity
• Stay informed on industry trends, carrier appetites, and market conditions

Qualifications/Requirements

• Proven experience in commercial insurance sales, with a focus on trucking and transportation accounts preferred
• Experience level aligned with producer tier, ranging from early-career to highly experienced professionals
• Demonstrated ability to develop and grow a book of business
• Strong sales acumen and results-driven mindset
• Familiarity with agency management software and CRM platforms preferred
• Ability to work independently and manage priorities effectively
• Excellent communication, negotiation, and relationship-building skills
• Knowledge of trucking and transportation carriers is highly desirable
• Holds an active P&C (Property and Casualty) insurance license

Compensation Package

• Base salary aligned with experience and producer tier
• Structured commission plan with transition to full commission over time
• Performance-based bonus opportunities tied to production milestones
• Optional sign-on bonus based on experience level
• Comprehensive benefits package, including retirement plan options
• Flexible work environment

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-RC1