Commercial Lines Producer
Thomas-Fenner-Woods Agency, Inc.
About Us
Thomas-Fenner-Woods Agency, Inc., headquartered in Columbus, OH, has been serving the insurance and risk management needs of clients since 1932. We offer a complete program of insurance and risk management services including commercial, personal, employee benefits, life, and health coverage. We are committed to protecting our customers and providing them with the best service possible. Through experience, education and training, we are continuing to analyze the source of risk and address them in the most comprehensive and cost-effective means available. As an independent agency, we represent the most reputable and financially sound insurance companies in the world, while maintaining our customers as our number one priority. Through proper planning and dedicated service, we make insurance work for you.
Commercial Lines Producer
Position Summary:
The primary function of this role is to drive revenue and agency growth by generating new business, cultivating strong client relationships, and providing tailored insurance and risk management solutions. This role plays a critical part in expanding the agency’s presence within target markets and acts as a trusted advisor for commercial clients. The Producer executes proactive sales strategies and ensures the delivery of exceptional service throughout the client lifecycle.
Key Responsibilities:
Business Development
- Proactively identify and pursue new business opportunities through networking, referrals, cold calling, digital engagement, and community involvement.
- Develop and maintain a robust sales pipeline through consistent prospecting and lead qualification.
- Create and present tailored insurance proposals aligned with clients’ risk exposures, operational needs, and financial objectives.
- Represent the agency at industry functions and community events to build brand visibility and strengthen referral networks.
Sales Execution
- Market and sell insurance products across commercial lines and, where licensed personal, life, and health products, in accordance with agency offerings.
- Meet or exceed established individual production goals related to premium volume, new business, policy count, and retention.
- Prepare and submit accurate applications, quotes, coverage comparisons, and binding documentation.
- Maintain up-to-date opportunity tracking and sales activity documentation within the agency’s CRM and management systems.
Client Relationship Management
- Build long-term client relationships by maintaining consistent and proactive communication.
- Conduct annual policy reviews to assess coverage adequacy, identify emerging exposures, and recommend appropriate solutions.
- Serve as a trusted advisor to clients by educating them on risk exposure, coverage options, and policy features.
- Provide responsive, high-quality support to promote client satisfaction and retention.
Collaboration and Compliance
- Collaborate with underwriting, service, and claims teams to ensure seamless onboarding and service delivery.
- Ensure all sales activities are compliant with state licensing regulations and internal agency protocols.
- Stay informed of industry trends, carrier appetites, regulatory changes, and competitive product offerings.
Qualifications:
- High school diploma required; college degree preferred
- 1-2 years of sales or client-facing experience, ideally within insurance, financial services, or related field
- Active Ohio Property & Casualty license required, or the ability to obtain the license within 90 days of hire
- Proficiency in Microsoft Office and CRM platforms; experience with Applied Epic or comparable agency management systems preferred
- Demonstrated success in sales, with strong negotiation and consultative selling skills
- Excellent verbal and written communication skills with strong interpersonal effectiveness
- Client-focused mindset with a high level of professionalism and integrity
- Strong organizational and time-management skills to effectively manage pipeline activity and deadlines
- Sound ethical judgment and commitment to regulatory compliance
- Willingness to travel locally as needed
- Ability to pass a criminal background check, as permitted by law
Schedule: Monday-Friday, 8:30am-5:00pm
Office Location: 155 E. Broad Street, Suite 800, Columbus, OH 43215 (Hybrid Work Options)
Benefits:
- Competitive Compensation Package
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone will not consider or approve payment to any third parties for hires made.
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