Associate Producer

Responsibilities:

1. Achieve new business premium and revenue targets on a monthly and annual basis by implement marketing and sales strategies to develop a strong network of prospective clients.


2. Provide advice to clients on potential coverage gaps and important lines of coverage to protect their business or personal property.


3. Active selling through the following activities:
   
   
   
   • Develop leads list and contact them via phone, email, social media, and face to face meetings (in person/video).
   
   
   • Build a database of expiration dates by making a minimum of 50 phone calls each day.
   
   
   • Target accounts for prospect for a specific portfolio of products.
   
   
   • Actively cross-sell, up-sell and seek to have a closing ratio of 25% or better.
   
   
   • Review insurance applications and deliver timely quotes with the intent of selling insurance.
   
   
   • Weekly drop-in days to build relationships and solicit new business opportunities (5-10 drop-in visits per day out).
   
   
   • Soliciting referrals from all sources including clients, prospects, friends, family and familiar acquaintances.
   
   
   
   

Requirements:

• College degree or equivalent business experience preferred.


• Sales Experience:  New to insurance sales and no previous sales.


• Property & Casualty Insurance License or commitment to obtain within 60 days.


• Pursue continuing education and insurance designations/licenses as outlined in the training and development plan.  This will require self-study.


• Communication Skills: Excellent verbal and written communication skills, with the ability to effectively communicate complex insurance concepts to clients.


• Strong organizational skills, networking and relationship ability.


• Self-Motivation: Strong self-motivation and a drive for success, with the ability to work independently.


• Remain flexible under the pressure of a heavy workload and critical deadlines.


• Tech-Savviness: Proficient in using AMS360 software and other sales tools to manage leads and track progress.


• Open to coaching and continuous improvement.