Insurance Sales Producer Job Description Template
Our company is looking for a Insurance Sales Producer to join our team.
Responsibilities:
- Handle incoming and outgoing mail;
- Manage incoming and outgoing phone calls to customers and potential clients;
- Print and fax proof of insurance or send proof of insurance to the customer;
- Help customers with claims;
- Make policies changes after obtaining insurance license;
- Update policyholderrsquo;s contact information such as phone number and email address;
- Call on past due accounts;
- Provide a positive customer experience;
- Educate prospective customers on how to protect their families and assets;
- Identify and qualify sales leads generated from a variety of sources;
- Serve your local community by helping them prepare for life’s uncertainties;
- Achieve sales goals through generating new business and cross-selling existing customers;
- Help protect customers by offering Allstate products that will meet their needs.
Requirements:
- Update policyholderrsquo;s contact information such as phone number and email address;
- Call on past due accounts;
- Make policies changes after obtaining insurance license;
- Print and fax proof of insurance or send proof of insurance to the customer;
- Help customers with claims;
- Manage incoming and outgoing phone calls to customers and potential clients;
- Handle incoming and outgoing mail.