Commercial Lines Producer

Cross Insurance•Manchester, NH

63d

About The Position

The Cross Family of Agencies welcomes you. We need your talent and expertise. Job Title: Producer / Insurance Agent/ Account Executive/Senior Account Executive Department: Commercial Lines Reports To: Branch Manager Status: Exempt Summary: The Producer (Account Executive/Senior Account Executive) is responsible for prospecting, soliciting, quoting, and successfully acquiring new and retaining renewal accounts. Specific sales goals and service responsibilities are determined during the yearly planning process. Service and sales standards must be met with emphasis placed on the quality of the insurance product presented to the client. The producer will typically work with an Account Manager (AM) as part of the team to facilitate account service and client satisfaction. Account Executive/Senior Account Executive is accountable for meeting or exceeding Sales Goals created by sales leaders or branch managers, tracking wins and maintaining pipeline in Salesforce or other applicable CRM. Essential Duties and Responsibilities: Include but are not limited to the following. Other functions may be assigned as business conditions change. Family Owned From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.

Responsibilities

Prospecting and create new business opportunities
Develop networks and leverage networks into new business opportunities
Assist in the development of the sales objectives.
Meets the forecasted commission growth goals as established with Branch Manager.
Creates and maintains prospect and suspect lists.
Request referrals from existing client base and respond to the referrals quickly and effectively.
Pre-qualifies insurance prospects for insurability and quality of risk.
Identifies the client’s insurance needs, gaps in coverage, and loss exposures (insurable and uninsurable).
Maintains existing relationship(s) with your book of business
Work with Account Manager to service and renew clients annually
Obtains accurate information from the prospects; including completing applications, supplemental questionnaires, risk surveys, and other related documentation in order to provide complete, comprehensive submissions.
Designs insurance programs and recommends insurance coverage to clients.
Meets agency standards for account receivables.
Participates in community activities.
Reviews client’s insurance programs annually and makes recommendations.
Accurately documents client files and electronic files as to coverage discussions, quotes, declination, and coverage change or declined.
Maintain a concern for timeliness and completeness when interacting with clients, agency, and company personnel to minimize potentials for error or omission claims.
Follow agency Standard of Excellence and Best Practices procedures for processing and preparation of customer correspondence, certificates of insurance, binders, cancellation requests, insurance I.D. cards, and internal correspondence as requested ensuring that activities and follow-ups are set and the client file in the agency management systems is updated and consistent with the paper file.