Commercial Insurance Producer

Commercial Producer

Swarts, Manning & Associates, with locations in , California, Nevada, and Utah, is seeking applicants for a Commercial Lines Insurance Producer in San Clemente, CA. This opportunity is designed for individuals that have a strong sales background and are ready to start a serious career in insurance sales with an organization eager to help them meet their goals and build a solid financial future.

Job Description:

Produce new commercial lines business utilizing the Swarts Manning portfolio of insurance companies by performing the following tasks:

• Engage and develop new clientele for commercial lines throughout the region. 


• Provide proper hand off to the Account Executive and assist in anticipating client needs and helping to respond to client questions and issues in a timely manner. 


• Make necessary contacts both inside and outside of the organization in order to obtain client requested information and then relay information. 


• Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis. 


• Create and present proposals to prospective clients. 


• Ensure that all regulatory requirements are met and complies with all internal policies and procedures.

Experience Requirements:

• A least three years of sales experience. 


• Holds appropriate P&C license. Professional designations a plus, e.g. CPCU, CIC, CISR etc.


• Insurance experience a plus. 

Competencies:

• Must demonstrate a strong ability to network, develop relationships, and close deals. 


• Proven time management skills are necessary. Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required.


• Strong active listening skills with the ability to ask thoughtful and probing questions in order to determine a client's needs. Must be detail oriented with effective follow-up skills.


• Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint); experience using customer or contact relationship management software strongly preferred, knowledge of AMS 360 is ideal. 


• Demonstrated ability to function effectively as a team-oriented self-starter in a high visibility client environment.


• Proven ability to exercise sound judgment and strong problem-solving skills.


• Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.

Core Competencies:

• Sales


• Adaptability/Flexibility


• Attention to Detail


• Listening Skills


• Organized


• Team Player


• Professional & Ethical


• Microsoft Office


• Problem Solving

Benefits:

• Fully Paid Health Insurance


• Dental/Vision Insurance


• 11 paid holidays


• 10 days starting PTO


• 401k