Commercial Producer

Cross Insurance•Manchester, NH

1d•$60,000 - $90,000

About The Position

The Producer (Account Executive/Senior Account Executive) in Commercial Lines is responsible for prospecting, soliciting, quoting, and acquiring new accounts while retaining renewal accounts. Sales goals and service responsibilities are determined during the yearly planning process, with emphasis on meeting service and sales standards and presenting quality insurance products to clients. The Producer typically works with an Account Manager to support account service and client satisfaction, and is accountable for meeting or exceeding sales goals established by sales leaders or branch managers. The role also tracks wins and maintains a pipeline in Salesforce or another applicable CRM.

Requirements

High school diploma, some college or significant insurance industry-related experience, or a combination of education and experience.
Ability to perform the essential duties satisfactorily.
Demonstrated self-management, including time and priority management.
Ability to anticipate and meet or exceed customer needs and expectations.
Effective communication and interpersonal skills to build rapport and relate well to clients and associates.
Initiative in learning and implementing new concepts, technologies, or methods.
Logical, systematic, and orderly planning and organization skills.
Ability to persuade others.
Goal orientation and ability to focus efforts on objectives.
Ability to convey complex ideas clearly, succinctly, and understandably in writing.

Responsibilities

Prospect for and create new business opportunities.
Develop networks and leverage them to generate new business.
Assist in developing sales objectives and meet forecasted commission growth goals established with the Branch Manager.
Create and maintain prospect and suspect lists.
Request referrals from existing clients and respond to referrals quickly and effectively.
Pre-qualify insurance prospects for insurability and quality of risk.
Identify clients’ insurance needs, coverage gaps, and insurable and uninsurable loss exposures.
Maintain existing relationships within the book of business.
Work with an Account Manager to service clients and renew their accounts annually.
Obtain accurate information from prospects, including applications, supplemental questionnaires, risk surveys, and related documentation, to prepare complete submissions.
Design insurance programs and recommend coverage to clients.
Meet agency standards for accounts receivable.
Participate in community activities.
Review clients’ insurance programs annually and make recommendations.
Accurately document client and electronic files regarding coverage discussions, quotes, declinations, and coverage changes or declined coverage.
Interact with clients, agency personnel, and company personnel in a timely and complete manner to minimize potential errors or omission claims.
Follow agency Standard of Excellence and Best Practices procedures for preparing and processing customer correspondence, certificates of insurance, binders, cancellation requests, insurance ID cards, and internal correspondence; ensure follow-ups are set and client files in agency management systems are updated and consistent with paper files.
Track sales wins and maintain the sales pipeline in Salesforce or another applicable CRM.
Meet or exceed sales goals set by sales leaders or branch managers.