Agency Producer
Summary
Directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet short-term and long-term goals for agency growth. This includes new business, cross-sell opportunities, customer service, retention, and profit goals. We are looking for someone who is seeking a career, not a job. Core Job Duties Include (But are not limited to) Must be licensed in Property and Casualty as well as Life, Accident and Health ( or able to obtain within 60 days)Solicits and writes new business for all lines of business Coordinates with the agent and/or Account Executive to provide assistance in determining proper coverage
Actively solicits expiration dates from new clients and prospects Develops an agency relationship with existing and new clients Meets the production requirements and goals assigned by the agent Maintains monthly sales records and provides a copy for review to the agent and/or Account Executive Perform other duties as assigned Core Competencies Business Results: Ability to meet individual performance, metrics and goals Drive and Productivity: Able to bring about great results from ordinary circumstances; prepares for problems or opportunities in advance; undertakes additional responsibilities and responds to situations as they arise without supervision. Innovation: Accepts innovation and improvement recommendations Communication: Acceptable verbal, written and timely communication skills Teamwork: Accepts feedback when offered and works well with others Physical Environment This position requires flexibility, as normal duties are often performed outside the office at customers’ homes and businesses when not in a climate-controlled office Preferred Skills and Abilities High School Diploma required. Some college preferred. Previous customer service experience highly preferred. Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, and strong verbal and written communication skills. Note: This position may require having the flexibility to work non-standard hours/shifts and having the ability to adhere to a structured schedule.
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