What are the responsibilities and job description for the Property & Casualty Producer/Insurance Consultant - Metro East position at Troxell?
Property and Casualty Producer/Insurance Consultant - Metro East
About Us
Troxell Insurance Agency is a top trusted insurance agency headquartered in Springfield, IL. We are a risk management provider for personal and business insurance where we work together to create the ultimate insurance experience. We educate, advocate, and protect our people. We safeguard your future and we win by protecting people.
About the Role
At Troxell, our mission is to educate, advocate and protect our people. We empower our team to create wow, earn trust, work together, and embrace innovation. The primary focus of the Property and Casualty Producer/Insurance Consultant will be to attract and retain new clients to Troxell.
Working Together | Creating WOW | Earning Trust | Embracing Innovation
What You’ll Be Doing (Essential Responsibilities)
Working Together
- Works with service support staff to complete carrier submissions and to answer client questions about policy applications and likelihood of acceptance.
- Maintains extensive contact in person, by phone and mail (electronic/postal), with clients, insurance company contacts, prospects, service line personnel, and division managers to facilitate appropriate and comprehensive product customer service.
- Monitor expiration listings and participate in renewal collaboration with service personnel, follow-up as appropriate to seek information for renewal submissions with contacts.
Creating WOW
- Provides guidance, assistance, and follow-up customer service to established clients and prospective customers.
- Initiates search and contacts prospective customers through existing client referrals and identified targeted groups. Schedules appointments, solicits quote opportunities, and conducts product orientation sessions.
- Prepares sales proposals and marketing information including coverages, limits, deductibles, exclusions, and cost comparisons. Delivers and discusses information with clients or prospects.
Earning Trust
- Responsible for sales of new and renewal product lines business, calling on clients and prospects, identifying and assessment of client needs, and development of coverage proposals.
- Conducts detailed surveys to identify customer insurance needs, reviews existing policies, risk plans, property, products, and records. Expected to achieve annual producer sales plan objectives.
Embracing Innovation
- Maintains electronic and/or paper production files in an orderly, timely manner to ensure follow-up on outstanding or pending business matters. Attends sales meetings as required.
- Keeps informed through vigilant review and appraisal of industry development and competitive markets, participates in carrier and agency training meetings and sessions, and maintains appropriate licensure.
What You’ll Bring to Us
- Must be a High School graduate or GED, while advanced training at the technical business, or college level is highly desired.
- Three years prior work experience in sales, insurance industry or a related field is preferred.
- Ability to pursue and close sales.
- Excellent verbal and written communication skills and enjoy working with people in a high-volume customer service environment.
- Ability to be highly organized, yet flexible in dealing with shifting priorities and fluctuating workloads.
- Desire to learn and expand knowledge within the industry while learning about clients’ specific needs.
- Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedure/policy manuals, and apply within prescribed routines and practices.
- Self-motivated with the ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment.
- Must possess basic familiarity with computers and office equipment, experience with Windows applications such as Microsoft Excel and Word, and the Internet are highly desired.
- Must be able to secure and maintain insurance licensure, at company expense.
- Travel to client offices and networking events will be expected.
What We Need from You
- Full-time
- This position is remote
- Travel: Moderate to Heavy
The Fine Print
- Work is typically performed in an office setting with moderate to heavy travel required
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
- May be required to work more hours than normally expected during a regular workweek
- Please not this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
TROXELL is an Equal Opportunity Employer and offers a competitive starting salary plus production bonus with a comprehensive benefit package. Competitive starting salary is dependent on experience and current clientele.
