Job Description

P&C Insurance Producer
 
Summary:
Established Insurance agency seeking a detailed-oriented person who demonstrates clear knowledge and understanding of P&C insurance coverages.
 
Job Description:

• Full knowledge of insurance products and usages
• Ability to advise and consult with clients
• Manage workflow of assigned book of business and delegate workflow
• Maintain accounts in accordance with organizational guidelines
• Service and monitor account activity.
• Call existing insured to compliment or “round out” personal accounts.
• Work strategically with sales staff to optimize relationships and protect client’s business.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests and invoicing.
• Complete and prepare certificates, proposals, policy summaries and reviews.
• Develop and maintain excellent relationships with our partners, carriers, and vendors.
• Responsible for marketing process & quoting new and renewal business

 
 Requirements:

• 3+ years of experience in insurance sales
• Ability to meet/w clients and discuss insurance mitigation strategies
• Must hold an active state P&C License.
• Excellent Customer Service and Organizational skills.
• Strong written and verbal communication skills.

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