Commercial Insurance Sales Producer

Keystone Agency Partners LLCMonticello, IL
Onsite

About The Position

Founded in 1981, Loman-Ray Insurance Group, LLC, is an independent insurance headquartered in Central Illinois. Throughout the decades, Loman-Ray excelled at serving the needs of educators, farmers, group health clients, and families of all shapes and sizes, providing value and building personal, trusted relationships. In 2016, Loman-Ray announced a new logo to represent the nature of the agency's identity and capture what makes our team unique. The shield symbolizes our dedicated employees, each genuinely vested in our insureds' well-being and ready to protect their best interests. Each section of the shield represents the categories of insurance we provide: life, health, home, auto, commercial, and farm insurance. The shield brings all of these together into one entity – Loman-Ray Insurance Group, LLC. Today, Loman-Ray continues to grow, offering multiple insurance lines from dozens of proven providers. Carefully selected mergers have helped Loman-Ray enter new communities across Illinois and to develop a growing staff of experienced insurance professionals. The primary function of this role is to grow and manage a designated book of business across commercial, personal, life, health, and farm lines. This position requires in-depth knowledge of client accounts, carrier markets, and insurance processes. The role combines sales production, account rounding, client servicing, and relationship management. This person plays a key role in the agency’s growth by soliciting new business, expanding existing accounts, and ensuring high-quality service delivery to clients. Effective communication, sales acumen, and adherence to industry best practices are essential for success in this role.

Requirements

  • High School Diploma required
  • Minimum of 2 years of experience in insurance sales or account management; additional experience may be substituted for a degree
  • Thorough understanding of insurance coverages, underwriting practices, claims handling, and billing procedures
  • Active Illinois Property & Casualty license required, or the willingness to obtain the license within 90 days of employment
  • Willingness to obtain an Illinois Life & Health Insurance license
  • Working knowledge of Applied Epic desired; will consider experience with related agency management systems
  • Proficiency with Microsoft Office Suite
  • Strong interpersonal skills with a client-first attitude and ability to build rapport
  • Proven sales ability with a focus on consultative selling and needs-based solutions
  • Clear and professional communication skills, both verbal and written
  • Ability to manage multiple accounts and prioritize tasks independently
  • Organized, detail-oriented, and proactive in managing workload and client needs
  • Occasional travel will be required
  • Ability to pass a criminal background check, as permitted by law
  • Frequently sit, stand and walk
  • Regularly required to talk or hear
  • Frequently required to use hands or fingers to handle or feel objects, tools or controls
  • Occasionally required to climb or balance, stoop, kneel, crouch or crawl.
  • Occasionally lift and/or move up to 25 pounds
  • Vision abilities to include close vision, distance vision, peripheral vision and the ability to adjust focus
  • The noise level in the work environment is usually moderate
  • Temperature in the workplace is typically moderate, though the ability to withstand seasonal cold and heat of the outdoors is necessary

Nice To Haves

  • college degree preferred

Responsibilities

  • Maintain working knowledge of all assigned accounts, including coverages, underwriting criteria, and servicing protocols
  • Provide service for existing business, including policy changes, claims handling, and billing issues
  • Support clients by promptly responding to inquiries, processing claims, and assisting with underwriting needs
  • Work with account management staff to ensure timely and accurate policy servicing and renewals
  • Actively solicit new insurance accounts through cold calls, referrals, follow-up on leads, and renewal date tracking
  • Utilize various prospecting methods, with a focus on telephone outreach and cultivating centers of influence
  • Identify and develop cross-sell and account rounding opportunities within current client base
  • Place new business with appropriate carriers while maintaining quality and underwriting standards
  • Serve as a liaison between clients and insurance carriers, clearly communicating client needs and account details
  • Maintain professional and effective communication with carrier underwriters, representatives, and internal staff
  • Escalate carrier-related issues to supervisors as needed and participate in resolution strategies
  • Ensure all documentation and account information is accurately recorded in agency systems
  • Support underwriting of risks and valuations as needed for placement and renewal
  • Assist with collections of overdue accounts where applicable
  • Maintain records of production, expenses, and activities as outlined in agency procedures
  • Participate in agency projects or initiatives at the request of leadership
  • Represent the agency in the community through participation in local service organizations and networking events
  • Maintain required continuing education and pursue technical knowledge and certifications to stay current in the industry
  • Model professionalism and uphold the agency’s reputation through all external interactions

Benefits

  • Competitive Salary plus Commission
  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
  • 401(k) with Safe Harbor Match
  • Paid Time Off
  • Paid Holidays
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