Insurance Producer (Insurance Agent / Broker)

Job Summary : As an insurance producer, you will be responsible for selling insurance policies and other financial services to meet the needs of your clients.

You will work with individuals, families, and businesses to understand their specific insurance needs and recommend appropriate coverage levels and types of policies.

Your goal is to build long-term relationships with clients and help them navigate the complexities of insurance products.

Key Responsibilities :

Client Consultation : Meet with potential clients to understand their insurance needs, assess their current insurance policies, and recommend suitable products and coverage levels.

Sales and Acquisition : Present and explain insurance policy options based on your understanding of client needs. Close sales and achieve sales quotas.

Policy Management : Assist clients with policy changes, renewals, and claims processing. Provide ongoing support and service to ensure client satisfaction and retention.

Market Research : Stay updated on industry trends, insurance products, and legislation that may affect clients. Research insurance companies policies and negotiate with underwriters to find the most suitable insurance coverage for clients.

Relationship Building : Build and maintain relationships with clients, prospects, and insurance company representatives.

Network and attend community events to generate leads and referrals.

Compliance : Ensure compliance with insurance regulations and policies. Maintain accurate records of client interactions, transactions, and policies.

Required Skills and Qualifications :

Insurance Knowledge : Strong understanding of various types of insurance policies, coverage options, and underwriting processes.

Sales Skills : Proven track record in sales, with the ability to close deals and meet sales quotas.

Communication : Excellent interpersonal and communication skills. Ability to explain complex information in a clear and understandable manner.

Customer Service : Dedication to providing exceptional customer service and resolving client issues promptly and professionally.

Negotiation : Strong negotiation skills to secure competitive insurance premiums and terms for clients.

Ethics : Adherence to ethical standards and guidelines as outlined by the insurance industry.

Education and Licensing :

• High school diploma or equivalent required; college degree preferred.
• State-specific insurance licensing is required. This typically involves passing a state-administered exam and completing continuing education courses to maintain licensure.

ABOUT US : We work with 30 plus financial institutions to find the best policies for the right client. We have a team approach that helps grow our knowledge and provides the support we need.

We have an extensive training program to help you along on your new career and several lead groups that provide us the right opportunities.

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Last updated : 2024-09-10