Commercial Insurance Sales Producer

HeffernanSanta Barbara, CA
1d$65,000 - $85,000Onsite

About The Position

The Commercial Insurance Sales Producer will cold-call and network with industry professionals, both internally and externally, to generate interest in our insurance products and help grow the Heffernan brand! They will work closely with the company's sales team to cross-sell our services to existing clients and prospect for new clients outside HIB. The ideal candidate would be a determined self-starter with a strong work ethic. (This position will work out of the Santa Barbara, CA office.)

Requirements

  • 2+ years of relevant sales experience required.
  • Insurance industry experience preferred.
  • Established clientele preferred.
  • Excellent verbal and written communication skills
  • Excellent interpersonal and customer service skills
  • Strong analytical and problem-solving skills
  • Thorough understanding of equipment, product, industry, and/or services provided to clients.
  • High School graduate or GED required.
  • Excellent communication skills, both verbal and written
  • Must be highly organized.
  • Must be a team player and enjoy a team-based work environment.
  • Must be proficient in MS Office, notably Outlook, PowerPoint, Excel.
  • Must embody the Heffernan Habits as illustrated herein.

Nice To Haves

  • Insurance industry experience
  • Established clientele

Responsibilities

  • Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals
  • Support clients and partner with them when selecting and designing their insurance product needs
  • Call on to educate and suggest additions or enhancements to existing insurance programs
  • Meet with existing clients to perform annual reviews of current insurance offering
  • Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information
  • Work closely with Account Management team to offer quality day to day service to client
  • Attend industry networking events, trade shows and conventions
  • Track all sales activity using Huddle
  • Attend sales meetings, both locally and nationally as necessary
  • Attend ongoing industry continuing education courses to improve technical knowledge
  • Develop long-term relationships with clients, carriers, and HIB Producers
  • Special projects and other duties as assigned.

Benefits

  • Heffernan offers a comprehensive benefits package; more details on which can be found at https://www.heffins.com/about-us/careers
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service