Insurance Sales Producer Job Description

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.