Insurance Sales Producer/Entry Level Position

ENTRY LEVEL POSITION

 

Requirements:

Must be able to be licensed in Property & Casualty

 

Job Purpose:

Provides service to clients' changing insurance needs by selling property & casualty insurance.

 

Duties:

* Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.


* Approaches potential clients by utilizing mailings and phone solicitation.


* Determines clients' particular needs by scheduling fact-finding appointments; determining extent of present coverage and needs.


* Developes a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.


* Obtains underwriting approval by completing application for coverage.


* Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.


* Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.


* Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.



Skills/Qualifications:

Prospecting Skills, Meeting Sales Goals, Motivation for Sales, Selling to Customer Needs, Client Relationships, People Skills, Product Knowledge, General Math Skills, Organization, Dependability, Statistical Analysis, computer skills including MS Outlook and Office.