About Duncan Financial Group

Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.

Insurance Sales Producer

Job Summary:

We are seeking a dynamic and results-driven Insurance Sales Producer to join our team. The successful candidate will be responsible for generating new business opportunities, managing client relationships, and providing expert risk management advice on commercial and personal insurance products. This role requires a proactive professional with a strong desire to become an expert in the insurance market and the ability to approach each sales situation with a consultative approach. This position will report to the VP of Sales & Marketing.

Responsibilities:

Sales and Business Development:

• Identify and target potential commercial clients through various prospecting methods including networking, trade shows, cold calling, and referrals.
• Field incoming inquires and leads for the office and ensure proper follow up.
• Work with VP Sales to develop and implement effective sales goals and strategies to achieve new business numbers.
• Conduct thorough needs assessments to understand clients' insurance requirements and recommend appropriate coverage options.
• Prepare and present insurance proposals to prospective clients, highlighting the benefits and value of our insurance solutions.
• Keep accurate records and maintain your new business sales pipeline in our Customer Relationship Management (CRM) system.
• Work with marketing to provide guidance on specific markets to support your ongoing prospecting efforts.
• Share leads with other lines of business within the organization to grow our account penetration with multiple service lines.

Client Relationship Management:

• Build and maintain strong, long-term relationships with clients to ensure their ongoing satisfaction and loyalty.
• Serve as the primary point of contact for clients, addressing their questions, concerns, and service needs promptly.
• Conduct regular reviews of clients' insurance programs to ensure continued adequacy of coverage and identify opportunities for cross-selling and up-selling additional products.
• Communicate with account managers to be able to provide the highest level of service for clients and maintain industry standard retention rates.

Market and Industry Knowledge:

• Stay informed about industry trends, market conditions, and regulatory changes affecting commercial insurance.
• Develop and maintain strong relationships with insurance carriers and underwriters to negotiate favorable terms and conditions for clients.
• Attend industry events, conferences, and training sessions to enhance professional knowledge and network with industry peers.

Documentation and Compliance:

• Ensure all client records are accurately maintained in accordance with company policies and regulatory requirements.
• Prepare and submit all required documentation for new business, policy renewals, and endorsements in a timely manner.
• Collaborate with internal teams, including account managers and support staff, to ensure seamless service delivery to clients.

Qualifications:

• Bachelor’s Degree in Business, Finance, or related field preferred
• Valid Pennsylvania Property & Casualty License, or the ability to obtain within the first 6 months
• 3-5 years minimum of business consulting and/or sales experience preferred
• Knowledge of commercial and personal insurance products, including property, liability, workers' compensation, and specialty coverages are ideal but will train and mentor
• Preferred experience and passion for niche markets that are opportunities for growth
• Excellent sales, presentation, negotiation, and communication skills
• Ability to build and maintain strong relationships with clients, carriers, and industry partners
• Highly motivated, goal-oriented, and able to work independently as well as part of a team
• Proficiency with Microsoft Office (Outlook, Excel and Word), CRM software (HubSpot), and insurance data management system (Applied Epic)

What we are looking for:

• Someone who will embrace the cross-sell culture we’ve built, recognizing the need to treat existing relationships with care while leaning into the niche markets and differentiators that drive new business opportunities
• Someone that has a drive and passion for becoming an expert and thought leader in their career
• Wants to offer options that cater to the unique needs of their clients instead of being hampered by limited offerings
• Wants to take a consultative approach vs. a transactional commodity-driven salesy one by articulating our risk management approach and solutions
• Someone that has a drive and commitment to learning and growing in their career with a desire for an unlimited income opportunity

What we provide:

• Ongoing mentoring for first three years of employment with our commercial sales leader
• Sales support from our marketing team to drive leads and opportunities
• Ongoing accountability and coaching in partnership with VP of Sales
• A robust account management and support team committed to servicing the client
• Licensing, certification, and continuing education opportunities to keep you up to date with industry trends and allow for opportunities to be mentored by the best in the industry
• A team of experts that spans Property & Casualty Insurance, Group Benefits, 401(k) / Retirement Plans and Tax & Accounting Services – operating as a team to provide comprehensive solutions for clients while driving additional cross-sell and introductions for our sales producers

Hours: Monday-Friday, 8:30am-5:00pm

Office Location: 823 Rose Street, Indiana, PA 15701 (Indiana Insurance)

Duncan Financial Group offers a robust benefits package with the following:

• Competitive Compensation
• Three United Healthcare Medical plans to choose from
• United Healthcare Dental plan- free for employees
• United Healthcare Vision plan
• Company paid Life Insurance with additional supplement life options for employees and their families
• Short Term Disability
• Company Paid Long Term Disability
• 401(k) - Company Match (Safe Harbor)
• Supplemental insurance including Critical Illness, Accident, Prepaid Legal
• Highly competitive PTO
• Paid Holidays
• Financial support of continuing education and additional development and certifications
• Bonus program for suggested certifications
• Social and Philanthropic opportunities

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.