Job Description

Commercial and Benefits Insurance Producers

Job Summary

Seeking dynamic and entrepreneurial Commercial and Benefits Insurance Producers to join a growing team. This role is suited for individuals passionate about providing customized insurance solutions to businesses and individuals, building long-lasting relationships, and excelling in a supportive and collaborative environment. Individuals with a strong drive for success, a customer-focused mindset, and a track record of delivering results are encouraged to apply.

Responsibilities

• Business Development: Identify and pursue new business opportunities for commercial and benefits insurance, building a robust client portfolio.


• Client Relationships: Build and maintain trusted relationships with clients by understanding their needs, presenting tailored insurance solutions, and providing exceptional service.


• Market Analysis: Monitor market trends, competitor offerings, and industry developments to provide clients with innovative and comprehensive solutions.


• Sales Strategy: Create and execute strategic sales plans to achieve and exceed revenue and growth targets.


• Policy Management: Assist clients with policy changes, updates, and renewals while addressing their insurance inquiries promptly.


• Compliance: Ensure adherence to local, state, and federal insurance requirements while maintaining accurate records of all client transactions.


• Team Collaboration: Work closely with internal teams, including underwriters, claims professionals, and account managers, to deliver seamless client experiences.

Qualifications/Requirements

• Licenses & Certifications: Active insurance producer license for the state of California is required.


• Experience: 2+ years of experience in commercial and/or benefits insurance sales or related fields.


• Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (preferred but not required).


• Skills:
  
  
  
  • Exceptional communication and interpersonal skills to build and maintain relationships with clients.
  
  
  • Strong sales and negotiation skills to successfully close deals and meet targets.
  
  
  • Analytical and problem-solving skills to evaluate client needs and recommend appropriate solutions.
  
  
  • Proficiency with insurance sales platforms, CRM software, and other relevant technologies.
  
  
  
  


• Self-Motivated: Results-driven with the ability to work independently and in a fast-paced, team-oriented environment.


• Knowledge: In-depth understanding of commercial lines and/or employee benefits insurance products, policies, and underwriting standards.

Work Environment & Benefits

• Competitive base salary plus a commission structure with no earning caps.


• Comprehensive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.


• Opportunities for learning and development to support career progression.


• Flexible work arrangements, including hybrid options.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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