Producer I

Key Responsibilities

• Build and maintain a strong prospect pipeline through cold calling, referrals, and approved lead sources


• Obtain, prepare, and follow up on underwriting, rating, and other necessary information for new submissions and account retention


• Complete applications and perform basic risk analysis for both new and existing accounts as needed


• Execute assigned components of the agency’s strategic sales plan with coaching and leadership support


• Collaborate with marketing and support teams to ensure timely, accurate, and complete submissions


• Represent carrier partners, preferred vendors, and the organization professionally in all interactions


• Maintain a strong focus on accuracy and compliance to minimize errors and omissions exposure


• Actively pursue personal and professional development through required coursework, licensing, and career pathways

Qualifications

• Active insurance license (or ability to obtain within a specified timeframe)


• Strong communication and relationship-building skills


• Self-motivated with a results-driven sales mindset


• Ability to manage multiple priorities and meet deadlines


• Detail-oriented with a commitment to accuracy and compliance


• Proficiency in Microsoft Office and the ability to learn the sales software

What We Offer

• Competitive compensation structure 


• Ongoing training, coaching, and professional development


• Supportive team environment with dedicated service and marketing resources


• Benefits (health, dental, vision, etc.)

Ideal Candidate

The ideal candidate is proactive, resilient, and thrives in a goal-oriented environment. They enjoy building relationships, identifying opportunities, and delivering solutions that meet client needs.