Licensed Insurance Sales Producer

Job Description

Job Description

The Licensed Insurance Sales Producer plays a vital role within the sales team, focusing on both acquiring new clients and retaining existing policyholders. Reporting to the Sales Manager, this role requires strong relationship management skills, a deep understanding of client needs, and proficiency with sales technologies to drive policy sales and ensure customer satisfaction. The position involves local travel to meet clients and integrate sales efforts effectively within a collaborative environment.

Responsibilities

• Acquire new clients through targeted outreach and networking
• Conduct thorough needs assessments to tailor insurance solutions
• Manage client relationships to foster retention and policy renewals
• Sell insurance policies aligned with the clients’ requirements
• Utilize dedicated CRM tools to track and manage sales pipelines
• Collaborate with sales team members and report to the Sales Manager

Preferred Qualifications

• Strong customer service skills to enhance client experience
• Proficiency in effective sales techniques
• Negotiation skills for closing and managing policy agreements