Commercial Insurance Producer

Don't miss this chance to build your career, where you can grow and learn with a nationally known Commercial Lines Agent.  Agents come from all over the country to learn techniques from Keith Wagner.

Wagner Insurance is looking to expand it's Commercial Lines team, and we are seeking motivated commercial insurance sales professionals, who are ambitious and dedicated Commercial Insurance Sales Producer to join our successful team. This role requires a passion for successfully building client relationships and thriving in a fast-paced environment. If you want to leverage your skills and experience in a supportive and growth-oriented company, we would love to meet you!

Why Wagner Insurance?

At Wagner Insurance, we pride ourselves on our commitment to excellence, customer satisfaction, and a supportive work environment. As a key team member, you will be critical to our success and growth. We offer a collaborative team atmosphere where your contributions are valued, and your professional development is encouraged.  For more information on Wagner Insurance, check out our website: www.wagner-ins.com.

Position Summary: The Commercial Insurance Agency Producer plays a critical role in the organization by connecting with clients, providing empathetic and effective communication, and ensuring the best insurance solutions to meet their needs. This role is essential for driving the company's success through sales and customer retention and reflects the organization’s core values.

Annual Salary: $60,000 plus unlimited bonus opportunity.

Essential Functions:

Prospecting (60%)

• Utilize in-house leads, cold calling, and networking to generate new business
• Engage with prospects through LinkedIn and become a trusted advisor by providing tailored insurance solutions
• Complete applications, supplemental questionnaires, risk surveys, and other related documentation accurately
• Address phone, email, or site visit questions and concerns promptly
• Track, monitor, and report on weekly/monthly prospecting activity and sales results to the supervisor
• Request referrals from new customers and associates, responding to them in a timely manner

Proposal Process and Presentation (25%)

• Follow agency standard procedures for all proposals
• Provide complete and comprehensive submissions to underwriters and respond promptly to requests for additional information
• Accurately document coverage discussions and submit new business paperwork to Operations as instructed
• Demonstrate the ability to close sales

Customer Retention (10%)

• Build rapport and positive relationships with clients throughout the policy term
• Handle escalated client issues and conduct regular check-ins, asking for referrals

General Duties (5%)

• Maintain knowledge of procedures, coverage, and the industry to manage, maintain, and develop client relationships effectively
• Attend daily, weekly, and monthly staff meetings
• Submit coversheet with checklist and signed documentation promptly to the Operations Assistant
• Maintain accurate and up-to-date opportunities in CRM with all communications
• Complete other duties as assigned

Job Specifications/Qualifications:

Education and Training:

• Bachelor’s Degree (preferred)
• Texas Property and Casualty License (required)

Experience:

• 2 + years of Commercial Lines Insurance Sales experience

What We Offer:

• Competitive salary
• Medical, Dental, Vision, and 401k
• Professional growth and development opportunities
• A supportive and collaborative work environment
• Access to company assets, including credit cards, cell phones, building keys, and laptop computers