Associate Producer

Biltmore Insurance Services•Loganville, GA

About The Position

The Associate Producer develops new business by implementing marketing and sales strategies, building a network of prospective clients, and meeting monthly and annual premium and revenue targets. The role advises clients about potential coverage gaps and insurance lines that can protect their business or personal property. It involves prospecting through calls, email, social media, in-person or video meetings, and drop-in visits; reviewing applications and delivering timely quotes with the intent to sell insurance; and pursuing referrals and cross-selling opportunities. The position is intended for someone new to insurance sales and includes obtaining a Property & Casualty license and pursuing continuing education as outlined in a training and development plan.

Requirements

  • College degree or equivalent business experience preferred.
  • Property & Casualty Insurance License, or commitment to obtain one within 60 days.
  • Excellent verbal and written communication skills, including the ability to communicate complex insurance concepts to clients effectively.
  • Strong organizational, networking, and relationship-building skills.
  • Strong self-motivation and drive for success, with the ability to work independently.
  • Ability to remain flexible under the pressure of a heavy workload and critical deadlines.
  • Proficiency with AMS360 software and other sales tools to manage leads and track progress.
  • Willingness to pursue continuing education through self-study.
  • Openness to coaching and continuous improvement.

Nice To Haves

  • College degree or equivalent business experience.

Responsibilities

  • Achieve monthly and annual new-business premium and revenue targets by implementing marketing and sales strategies and developing a network of prospective clients.
  • Advise clients on potential coverage gaps and insurance coverage to protect their business or personal property.
  • Develop lead lists and contact prospects by phone, email, social media, and face-to-face meetings, including video meetings.
  • Build a database of expiration dates by making at least 50 phone calls each day.
  • Target accounts to prospect for a specific portfolio of products.
  • Actively cross-sell and up-sell, with a goal of achieving a closing ratio of 25% or better.
  • Review insurance applications and deliver timely quotes with the intent of selling insurance.
  • Conduct weekly drop-in visits to build relationships and solicit new business opportunities, making 5–10 visits per day out.
  • Solicit referrals from clients, prospects, friends, family, and familiar acquaintances.
  • Pursue continuing education and insurance designations or licenses as outlined in the training and development plan.
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