What are the responsibilities and job description for the Private Client Sales Producer position at Foundation Risk Partners?
Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Private Client Sales Producer to their Warner Companies team in Timonium, Maryland
Job Summary :
The Private Client Sales Producer requires a high-level selling ability along with strong marketing skills. The Sales Producer works directly with new business acquisition and is responsible for negotiating and affecting the acquisition and renewal of Private Client accounts / clients. The Sales Producer builds strong relationships with clients and carrier personnel to market negotiate and present solutions.
Essential Functions :
- Works closely with Private Client team to develop sales and retention strategy
- Excellent presentation and public speaking skills
- Develops leads, attend prospect & client appointments while developing client relationship
- Keeps current with markets, products, and guidelines
- Collects detailed risk and underwriting information
- Prepares submission for the marketing of the accounts
- Prepares quotes and analysis as required
- Prepares and presents new / renewal high quality and accurate proposals to the client for presentation
- Participates in marketing meetings; attends carrier meetings / functions
- Identifies and pursues cross sell opportunities
- Develops and maintains open item checklists, timelines, and coordinates meetings to meet the objectives of the client service plans
- Develops strong relationships with clients, carriers, and referral sources (i.e. realtors, mortgage companies, title companies, etc.)
- Continuously networks and identifies opportunities for networking
- Binding and processing of new business
- Open communication with Account Managers and service team regarding pertinent information involving accounts
- Assists in various projects and provide overall support to the sales team
Competencies & Qualifications :
Education & Experience :
Disclaimer :
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO) :
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits :
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
