Multi Line Producer(Property & Casualty) Insurance
Claudia Morrill Personnel, Inc.
Job Description
Job Description
We are an established specialized risk management and employee benefits insurance company looking for Multi- lines producers with insurance sales experience or at least strong sales experience. They would be responsible for generating new business and managing client relationships across Commercial. Personal lines, and Health & Benefits insurance. The role focuses on prospecting within targeted markets, providing risk management guidance, and coordinating closely with internal service teams to ensure profitable, well structured business and a high quality client experience. WE WILL CONSIDER SOMEONE WITHOUT INSURANCE IF THEY HAVE EXPERIENCE WITH PAYROLL SALES, ACCOUNT MANAGEMENT WITH HEAVY SALES IR HEAVY CLIENT INTERACTION. IF THEY DON'T HAVE CURRENT OR PRIOR INSURANCE SALES EXPERIENCE THEN CANDIDATES WITH PROVEN SALES EXPERIENCE AND ARE INTERESTED IN LEARNING INSURANCE SALES AND BUILDING A BOOK OF BUSINESS.
KEY RESPONSIBILITIES:
SALES & BUSINESS DEVELOPMENT
. Identify target market segments for commercial insurance sales and develop prospecting criteria.
. Make prospecting calls assigned by the sales manager and independently, as needed, to achieve sales
goals established by the Sales Manager.
. Actively participate in trade associations and professional organizations within targeted industries.
. Promote Insurance Agency and the insurance industry within the community.
CLIENT & ACCOUNT MANAGEMENT
. Obtain and complete insurance applications and forward all necessary information to the Sales Manager,
Account Manager, or Marketing Specialist to market accounts with insurance carriers.
. Provide risk management advice and insurance guidance to prospects and clients.
. Conduct follow-up calls to ensure client satisfaction and identify changes in coverage needs.
. Deliver insurance policies to clients within two weeks of receipt from service personnel.
CARRIER & INTERNAL COORDNATION
. Work with Account Managers and/or Marketing Specialists to negotiate coverage terms, commissions,
and prepare proposals.
. Coordinate with service teams to ensure business is written accurately and in compliance with agency
and carrier guidelines.
. Make financial arrangements with clients to ensure timely premium collection.
. Partner with Account Managers and Accounting to resolve billing or collection issues.
. Collaborate with Claims Specialist to support prompt and effective claim resolution.
GROWTH & DEVELOPMENT
. Cross-sell additional lines of business, including personal lines, bonds, financial services, and Health &
beauty solutions.
. Pursue ongoing personal and professional development through education, designations, and industry
involvement.
QUALIFICATIONS
. College degree preferred: professional insurance designation encouraged.
. Minimum of two (2) years of experience in the insurance industry.
. Active Texas Property & Casualty License and Group 1 License required.
. Thorough knowledge of insurance coverages and applications.
. Proven ability to prospect, build relationships, and close sales.
. Self-motivated, organized, and professional.
.Willing and able to travel as required.
. Proficient in Microsoft Word and Excel.
We offer a competitive salary, a split commission with a mentor 50/50 until they validate. New business 40%, Renewal Business is 25%
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