Agency Producer
About The Position
About CG Insurance: CG Insurance, a division of CG Financial Services, provides client-centered, relationship-driven insurance solutions to protect what matters most to our commercial clients. We take pride in our responsiveness, clarity, and ability to deliver risk management guidance tailored to each client’s unique business needs. Our team thrives on collaboration, professional excellence, and a service-first mindset. Position Summary The Agency Producer directly contributes to and supports the sales goals of the agency or specialist department, working closely with leadership to achieve both short-term and long-term growth objectives. This includes generating new business, cross-selling, providing excellent customer service, and maintaining strong client relationships to ensure retention and profitability.
Requirements
- Results-Driven: Meet and exceed performance metrics and sales goals
- Productivity: Work proactively, taking initiative and ownership of responsibilities
- Innovation: Embrace and recommend process improvements
- Communication: Strong verbal and written communication skills
- Teamwork: Collaborate effectively, accept feedback, and contribute to team success
Nice To Haves
- Previous customer service or sales experience (insurance preferred)
- Must hold a valid insurance license (or ability to obtain one)
- Strong PC proficiency and basic math skills
- Excellent analytical, conflict resolution, and problem-solving skills
- Ability to work structured schedules and adapt to flexible hours when needed
Responsibilities
- Solicit and write new business for the personal lines division
- Coordinate with agents and/or operations managers to assist in determining proper coverage
- Provide underwriting and rating for new accounts
- Maintain up-to-date knowledge of new products, initiatives, and industry trend
- Actively solicit renewal and expiration dates from clients and prospects
- Develop and maintain strong relationships with existing clients
- Meet production goals and performance targets set by management
- Maintain accurate monthly sales records and submit reports as required
- Perform additional duties as assigned
Benefits
- Paid time off and holidays to support work-life balance
- Regular company team-building events and seasonal celebrations
- Opportunities to participate in community volunteering and outreach initiatives
- Support for professional development, continuing education, and industry certifications
- A collaborative culture where every team member is valued and encouraged to contribute
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
