Commercial Insurance Sales Producer

 Objective:  

The Commercial Insurance Sales Producer will cold-call and network with industry professionals, both internally and externally, to generate interest in our insurance products and help grow the Heffernan brand! They will work closely with the company's sales team to cross-sell our services to existing clients and prospect for new clients outside HIB. The ideal candidate would be a determined self-starter with a strong work ethic. 

(This position will work out of the Santa Barbara, CA office.)

Responsibilities Include:  

• Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals 


• Support clients and partner with them when selecting and designing their insurance product needs 


• Call on to educate and suggest additions or enhancements to existing insurance programs 


• Meet with existing clients to perform annual reviews of current insurance offering 


• Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information 


• Work closely with Account Management team to offer quality day to day service to client 


• Attend industry networking events, trade shows and conventions 


• Track all sales activity using Huddle 


• Attend sales meetings, both locally and nationally as necessary 


• Attend ongoing industry continuing education courses to improve technical knowledge 


• Develop long-term relationships with clients, carriers, and HIB Producers 


• Special projects and other duties as assigned. 

Requirements:  

• 2+ years of relevant sales experience required. Insurance industry experience preferred. 


• Established clientele preferred. 


• Excellent verbal and written communication skills 


• Excellent interpersonal and customer service skills 


• Strong analytical and problem-solving skills 


• Thorough understanding of equipment, product, industry, and/or services provided to clients. 


• High School graduate or GED required. 


• Excellent communication skills, both verbal and written 


• Must be highly organized. 


• Must be a team player and enjoy a team-based work environment. 


• Must be proficient in MS Office, notably Outlook, PowerPoint, Excel. 


• Must embody the Heffernan Habits as illustrated herein. 

Compensation: 

The base salary range for this position is $ 65,000 to $ 85,000. Additional incentive compensation eligibility. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers.

Heffernan Habits (Expectations):  

These are practices that represent our unique culture.  

• Answer The Phone (And Email):  Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. 


• Have Fun:  Fun is something we don’t shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! 


• Be Respectful:  Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  


• Do Good:  This is our core. We strive to do good for our clients, our community, and our planet. 


• Celebrate & Value Our Differences:  “Because You’re Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. 

Working Conditions: 

• Work environment is indoors, sitting at a desk or standing for extended periods of time. 


• Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. 


• This position may require flexibility to work hours outside of a regular schedule. 


• Ability to travel as necessary