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


  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.
  8. Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business.
  9. Introduce Account Manager to clients and request that service calls be directed to them and forward all service related calls to assigned service person.
  10. Stay informed of all claims or service issues and become involved in resolution when required.
  11. Participate in pre-renewal planning, when appropriate, by reviewing expiration listing with service team to determine appropriate action and collection of information to prepare renewal submissions.
  12. Maintain and attend all sales meetings as required.
  13. Promote agency and insurance industry in the community.
  14. Perform other specific duties and projects as assigned by agency management.


  1. Proven ability to pursue and close sales.
  2. 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)

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