Insurance Producer – Property & Casualty

ESSENTIAL FUNCTIONS:

Sales oriented position requiring advanced communication skills, a thorough knowledge of insurance products available through the agency. Capable of pursuing and closing sales of new and existing commercial accounts and retaining assigned book of business.

MAJOR RESPONSIBILITIES:

  1. Achieve objectives established in annual producer sales plan.
  2. Prospect for new business from existing clients and identified target groups.
  3. Contact prospects for the purpose of providing consultative services and making sales appointments.
  4. Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records.
  5. Collect detailed risk and underwriting information including survey data and loss history.
  6. Work with Account Manager or marketer to complete company submissions and selection of potential markets.
  7. Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.

Must be licensed per state requirements.

Why your business needs a wellness program

Shannon L. Hudspeth, SPHR
Human Resources Director
Sinclair Risk & Financial Management
(203) 284-3209 (Office)
(203) 284-4709 (Fax)
shudspeth@srfm.com

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