Commercial Lines Producer

The Westmeyer Group•Durham, NC
•Hybrid

About The Position

The Commercial Lines Producer at Risk & Insurance Consultants, Inc. is responsible for maintaining and maximizing profitable relationships with commercial lines clients and growing the book of business through new client sales. The role involves identifying and developing commercial insurance opportunities, supporting clients throughout their accounts and renewals, and pursuing new business. It also includes tracking sales performance, collaborating with and mentoring colleagues, maintaining industry knowledge and continuing education, and assisting with client audits, billing, and accounts receivable. Flexible work-from-home options are available. Compensation is $50,000 to $75,000 per year. The agency is independently owned and operated, and its management makes all hiring decisions.

Requirements

  • Hold the insurance license required by the state.
  • Have at least two years of personal and commercial lines insurance account management experience, or comparable work experience in combination with the stated education qualification.
  • Have a bachelor's degree or comparable work experience.
  • Possess a valid driver's license and reliable transportation.
  • Demonstrate strong knowledge of insurance products and their uses, rating and underwriting procedures, coverages, and industry operations.
  • Have a proven record of business-to-business sales success.
  • Have strong presentation, persuasion, and negotiation skills, including the ability to close sales.
  • Be customer-focused and professionally assertive in developing new client relationships and servicing existing clients.
  • Have strong organizational skills, sound business judgment, decision-making ability, and written and verbal communication skills.
  • Have excellent time-management skills and the ability to complete difficult assignments without supervision.
  • Thrive in a team environment and have technology and computer proficiency, including agency management systems.

Responsibilities

  • Identify, qualify, and develop commercial insurance opportunities with new and existing clients through in-person, online, phone, and written communication.
  • Build and maintain relationships with clients and prospects through regular follow-up, timely and accurate quotations, and account support.
  • Anticipate, respond to, and follow up on existing client needs.
  • Network and plan for new clients and business opportunities.
  • Monitor, review, and report on key metrics to help achieve sales targets, and document sales activity accurately and professionally.
  • Collaborate with team members, mentor staff, provide expertise, answer questions, and participate in meetings as needed.
  • Prepare clients for renewals and retention and maintain strong client relationships.
  • Maintain continuing education and stay informed about industry developments, products, legislation, coverages, and technology.
  • Review client audits, verify and facilitate corrections as needed, and maintain accounts receivable and billing.

Benefits

  • Performance-based bonus
  • Dental insurance
  • Health insurance
  • Training and development
  • Vision insurance
  • Competitive pay
  • Professional development
  • Job stability in a growing industry
  • Flexible work-from-home options
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