Job Details

Job Location

Anaheim - ANAHEIM, CA

Position Type

Full Time

Education Level

4 Year Degree

Job Shift

Day

Job Category

Commercial Lines Sales

Summary

The Commercial Lines Producer is responsible for selling new business to ensure continued profitable growth for the agency and duties include, but are not limited to, prospecting for new clients, selling additional coverages to existing clients, and retaining existing accounts to achieve personal production goals.

Essential Functions

Contact prospects, schedule appointments, and make sales presentations
Develop prospecting programs and follow-up for maximum results
Maintain prospect list of clients for the target business
Balance production to achieve the desired mix of business; promote products of carriers that the firm has identified as important
Coordinate production efforts with marketing and service staff
Accurately and thoroughly complete survey and application forms, before marketing or submitting to be marketed
Conduct periodic meetings with Account Managers to provide updates and ensure policies and procedures are understood
Arrange payment terms for all accounts, in accordance with agency credit and collections policies
Gather information on renewals; deliver renewals and/or binders following agency guidelines
Remain abreast of trends and techniques to maintain a competitive status for the agency within the industry
Attend sales seminars, company sales meetings, or educational activities needed to improve sales techniques, stay up-to-date on the latest developments in the marketplace and maintain required licenses
Review all agency activities relating to the public, customers, and companies to avoid issues involving potential errors and omissions

Additional Responsibilities

This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.

KNOWLEDGE, SKILLS, AND ABILITIES:

Excellent presentation skills with the ability to influence others
Must possess excellent listening and sales skills
Should possess commercial lines product knowledge, as well as knowledge of agency systems and company relationships
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Effective organizational skills and the ability to respond to requests effectively and efficiently
Ability to carry out detailed written or verbal instructions with multiple variables
Regular and punctual attendance is required
Ability to communicate effectively, both verbally, and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues, and managers, across all levels
Ability to promote, and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality

Qualifications

3-5 Years of sales experience, with proven sales success, demonstrating preferred
Must have all licenses as required by the State Department of Insurance
College degree and CPCU, CIC, and ARM designations preferred

Working Conditions And Reasonable Accommodations

Fast-paced, multi-tasking, office environment with periodic high disruption and changing priorities
Ability to perform approximately 80% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment

Compensation And Benefits

This role is compensated under a commission schedule and as a result, compensation will vary dependent upon the amount and size of the clients the Producer works with. In certain situations, Producers may begin employment on an initial base salary which will later transition to commission compensation. In these situations, the expected base compensation will be $50,000 to $120,000. The base compensation, if applicable, will be determined on a case-by-case basis accounting for the applicant’s experience, skills, certifications, education, and location. In addition to the base or commission compensation, this position may be eligible for additional performance-based incentive compensation which can be discussed during the interview process. In addition to compensation, INSURICA offers a competitive total awards package including health and welfare benefits, paid time off, volunteer time off, tuition assistance, 401(k), and employee assistance plans. Thanks to our colleagues, INSURICA also provides an award-winning culture, being named the Best Independent Agency to Work for in America by Insurance Journal in 2022.

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