Licensed Insurance Agent - Sales & Marketing

CHOICE FINANCIAL GROUP LLC is an EEO Employer - M/F/Disability/Protected Veteran Status


Position Overview:

The Licensed Insurance Agent - Sales & Marketing is responsible for marketing and servicing a well-established commercial lines book of business while driving new business opportunities. This role combines strong marketing expertise, carrier relationship management, and client servicing with a focus on delivering optimal insurance solutions. The ideal candidate has deep knowledge of the Louisiana insurance marketplace and extensive experience in commercial lines.

Key Responsibilities:

Book of Business Management & Marketing:

• Market and manage an established #1MM commission book of commercial business.
• Submit applications to carriers/markets and proactively follow up to secure the most competitive and appropriate programs for insureds.
• Maintain full knowledge of Louisiana insurance markets, including appetite, pricing trends, and underwriting requirements.
• Leverage existing relationships with carriers and brokers utilized by the agency to optimize placement outcomes.

Sales & Client Acquisition:

• Identify and prospect potential clients through inbound and outbound methods (calls, emails, networking events, etc.).
• Conduct needs assessments to recommend appropriate insurance coverage options (life, health, home, auto, etc.).
• Manage a portfolio of clients, provide policy updates and renewals, and manage claims as needed.
• Create a spreadsheet of all quotes and follow up on them
• Turn the completed file over to the Producer to set appointments
• Negotiate terms and pricing

Marketing Strategy Development:

• Partner with Producers to identify target markets and develop strategies to promote agency products and services.
• order and send loss runs to markets
• Execute and manage digital marketing campaigns (social media, email marketing, online advertising).
• Analyze marketing performance metrics and adjust strategies for improved results.

Customer Support & Relationship Management:

• Provide excellent customer service to existing clients by addressing their inquiries, offering policy upgrades, and providing consultation services.
• Foster strong relationships with clients to ensure long-term retention and satisfaction.

Compliance & Documentation:

• Ensure adherence to all state (Louisiana) and federal insurance regulations.
• Maintain accurate client interactions, insurance policies, and marketing results records.

Required Qualifications:

• Active Property & Casualty Producer License
• Minimum 10 years of experience in marketing and servicing commercial lines
• Demonstrated expertise in Louisiana insurance marketplace
• Proven experience managing and marketing a book of business
• Strong knowledge of carrier markets and underwriting processes
• Effective negotiation, communication, and relationship management skills
• Strong organizational and multitasking abilities

Preferred Qualifications:

• Experience in both insurance sales and marketing roles.
• Existing working relationships with Louisiana carriers and brokers
• Familiarity with CRM software, email marketing platforms, and social media management tools
• Bachelor's degree in marketing, business, or a related field.

Benefits:

• Employee Health Benefits (medical, dental, vision)
• 401(k) Retirement Plan
• Employer-paid Group Life Insurance
• Paid Time off
• Paid Holidays
• Paid Bereavement
• Gym Membership Reimbursement

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