Insurance Producer

Job Description

Position Overview

As an Insurance Sales Producer, you will play an essential role in helping our agency grow by developing new business, building lasting client relationships, and identifying insurance solutions that fit each customer's unique needs.

The ideal candidate is confident, personable, self-motivated, and eager to succeed. We're looking for someone who isn't afraid to pick up the phone, start conversations, follow up consistently, and turn opportunities into long-term relationships.

We don't believe in simply selling insurance. We believe in educating our clients, earning their trust, and providing real value.

Benefits

• Dental Insurance
• Vision Insurance
• Health Insurance
• Disability Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities

Responsibilities

Key Responsibilities

Sales & Business Development

Generate new business opportunities through outbound calls, referrals, networking, lead follow-up, and community involvement.

Quote, present, and sell insurance products, including auto, home, renters, umbrella, life, and other applicable insurance products.

Identify opportunities to cross-sell and bundle policies to provide comprehensive protection.

Consistently follow up with prospective clients and maintain an organized sales pipeline.

Meet or exceed individual sales goals and agency production expectations.

Develop and maintain relationships with referral partners, including mortgage lenders, real estate agents, and local businesses.

Customer Relationships & Service

Build genuine, lasting relationships with new and existing clients.

Educate customers on coverage options, deductibles, discounts, and policy benefits.

Conduct thorough needs assessments to recommend appropriate insurance solutions.

Deliver a positive, professional, and personalized customer experience.

Assist with policy changes, renewals, and general insurance questions as needed.

Maintain accurate client records and document interactions in agency management systems.

Teamwork & Agency Growth

Collaborate with agency leadership and team members to achieve shared goals.

Participate in sales meetings, training, and professional development opportunities.

Stay informed about insurance products, underwriting guidelines, and industry changes.

Represent the agency professionally and positively within the community.

Take ownership of responsibilities, follow through on commitments, and contribute to a supportive team culture.

Requirements

Qualifications

Required:

Strong communication, interpersonal, and relationship-building skills.

A positive attitude, strong work ethic, and willingness to learn.

Self-motivation and the ability to work independently while contributing to a team.

Strong organizational skills and attention to detail.

Comfort making outbound calls, following up with prospects, and asking for the sale.

Basic computer proficiency and the ability to learn new systems.

Ability to obtain and maintain required insurance licenses.

Preferred:

Active Property & Casualty insurance license.

Life & Health insurance license.

Previous experience in insurance, sales, customer service, or a related field.

Experience with CRM systems, lead management, and sales tracking.

A proven track record of achieving sales goals.

Insurance experience is a plus, but the right attitude, work ethic, and willingness to learn are just as important!