Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown of Santa Barbara is seeking a motivated sales executive or seasoned Producer to join our Team in Santa Barbara, CA
Summary:
Seek out new accounts and service existing accounts for the agency by helping clients choose warranty setups that best suit their needs.
Essential Duties and Functions:
- Develop and execute an outside sales strategy
- Produce new accounts and service and retain existing accounts
- Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or conducting personal visits
- Analyze prospect’s needs and current insurance programs and find opportunities to strengthen their risk management structure
- Prepare marketing strategy information and market the account to insurance carriers
- Present carrier proposals to prospect
- Negotiate premiums with the insurance carrier
- Collect deposit premiums (if applicable) in accordance with Brown & Brown requirements prior to binding coverage
- Be responsible for collecting all the premiums due on each account (if applicable)
- Oversee the loss control on each account and analyze loss trends
- Meet with clients on a regular basis to provide required service
- Document all meetings
- Meet with or contact accounts 120 days prior to renewal to review strategy changes or additions required in coverage. - - Prepare renewal instructions
- Process any changes in coverage either directly with the insurance carriers or by instructing staff in writing
- Refer all group and life leads to the Benefits Department
- Maintain production reports and attend sales meetings as required
- Keep informed of industry developments by review of trade press and by attending designated seminars
- Develop and maintain relationship with approved insurance carriers and surplus lines organizations
- Other duties may be assigned
WHAT YOU’LL NEED:
- Minimum education High school diploma
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Knowledge of principles and processes for providing customer and personal service.
- 2 – 4 years experience in a similar position
Preferred
- Associate’s or Bachelor’s degree in a business or financial related discipline
WHAT WE OFFER:
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Discretionary Time Off (DTO)
- Generous benefits package: health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan
Salary: $65-$100k DOE
The pay range provided is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
