Sales Producer - Property & Casualty

icon building Company : Alera Group
icon briefcase Job Type : Full Time

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Job Description - Sales Producer - Property & Casualty

Why Work Here?

We maintain a unique model of collaboration at a local and national level enabling employees to learn, grow, and make a positive impact. We focus on listening generously, speaking straight, and building each other up through mutual accountability and shared success.



The Producer will be responsible for building a profitable book of business while supporting the growth of strategic carrier partnerships. Reporting to the Sales Leader, this role will work closely with other Producers on the Sales Team to drive revenue growth for the organization using an internal lead system as well as building their own external referral stream and partnerships. Additional responsibilities include up-selling, account rounding, and referring other business units.


Use lead list and inbound calls to convert prospects to clients
Build external and predictable referral partnerships in the community
Manage, organize, and conduct client meetings to secure new business
Create insurance proposals tailored to fit a client’s unique needs by appropriately determining carrier placement as well as proper protection
Manage multiple projects simultaneously – calendar appointments, task-lists, and emails
Meet, or exceed, annual sales goals as established with Sales Manager and Vice President of Sales
Actively engage in mentor/mentee relationship with senior team members to ensure team goals are achieved
Properly on-board clients by providing a thorough introduction to policy service resources as well as the Account Management team
Consistently complete necessary pipeline and production related reports
Drive inclusive, accountable, motivating sales culture through individual actions and goal achievement
Actively participate in sales meetings and events
Effectively communicate the capabilities of Lighthouse Group to prospects and clients to promote cross-selling
Understand and support the execution of Lighthouse Group initiatives, policies, and programs. Work in good faith toward the achievement of organizational objectives and goals
Maintain and strengthen client relationships and Lighthouse brand through social engagement and community involvement
Build and maintain positive relationships within Lighthouse Group. Value opinions of all team members. Be willing and able to work for, and with, others to achieve a common goal. Treat other team members with respect. Assume positive intent.
Follow proper procedures for insurance standards. Protect and honor confidential information. Maintain highest ethical standards
Actively support local community
Perform other duties and projects as required


Five years insurance experience
Customer service and sales experience
Exceptional and professional verbal and written communication skills
Self-starter with ability to work independently and within a team
Possess the knowledge and technical skills required to perform job responsibilities.
Keep up to date on industry developments, practices, and continuing education. Work closely with carriers and utilize them as knowledge resources.
Skill and ability to read and understand online company manuals and insurance forms
Michigan Property & Casualty Insurance License

Location/Work Arrangement

Hybrid

Compensation Structure

Competitive base salary
Performance based bonus program
Monthly cell phone allowance
Mileage reimbursement


We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.



If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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