Commercial Lines Producer

General Job Summary

The Commercial Lines Producer is responsible for soliciting, evaluating, and obtaining new insurance clients along with rounding and retaining current customers. Follow up with customers to ensure appropriate supporting documentation has been obtained and that customer receives the correct coverage contracted for.

Summary of Essential Job Functions

• Present marketing plan including niche markets he plans on seeking out along with his plans to connect with prospective clients through the sale.
• Keep a pipeline excel sheet provided by employer that will be reviewed weekly.
• Meet with Carrier Field Reps to get comfortable with their markets and processes.
• Review pipeline, progress and discuss plan for the week that employee has prepared for the pipeline meetings. Meetings take place every Monday morning.
• Determine niche markets from list of companies to determine best marketing strategy and solicit new prospective customers
• Determine customer needs & all other required information to make an informed decision
• Quote the risk with multiple markets to determine best coverage and price
• Follow up with underwriter and customer through quoting process
• Log all activities of the sale in management system
• Maintain records, reports, and files as applicable
• Requote personal line renewals when they renew over agency-set amount

Other Job Functions

• Train other employees as needed on new products, companies, or approved changes
• Maintain required disclosure postings and licensing (continuing education, etc.)
• Attend all required meetings/trainings
• Answer telephones as needed
• All other duties as assigned by management

Working Environment

Primary working environment is within an indoor climate-controlled office space. Employee may be subject to florescent lighting, dust, and other normal indoor-allergens. Employee will work in close proximity of coworkers and occasionally independently in quiet environments. Employee will interact with customers in person & via telephone. Some minor travel may be required