Insurance Advisor/Producer
About The Position
Lawley is seeking an Insurance Advisor/Producer to prospect, solicit, quote, and consult for new Commercial, Personal, and Benefit Insurance accounts. This role involves counseling and marketing to existing clients, prequalifying insurance prospects for insurability and risk quality, and reviewing expirations, endorsements, claims, audits, and cancellations with the Account Manager. The Advisor/Producer will also be responsible for completing all required applications and documentation and obtaining signed applications. Additionally, the role includes supporting miscellaneous duties as requested to expand and grow within the position.
Requirements
- Minimum of three (3) years’ experience in a similar or related position
- Extensive sales skills and customer service focus
- Ability to generate new business sales, retain existing business and cross sell other lines of business
- Relevant understanding of insurance documents and policy forms
- Pertinent knowledge of rating procedures, coverages and industry operations to effectively manage, maintain and write assigned client and prospect lists
- Pertinent knowledge of insurance markets and special programs
- Property/Casualty license
- Extensive computer skills and knowledge of Microsoft Office, including Word, Excel, PowerPoint & Outlook
- Independence and ability to function well on a team
- Incredible attention to detail and organizational skills
- Positive attitude, even in a high stress environment
- A need to make customers and coworkers feel important and valued
- Capability to work quickly and efficiently
- Methodical, yet swift decision-making skills especially in regard to prioritization
- Precise communication skills, even under time constraints
Nice To Haves
- Insurance designations preferred
Responsibilities
- Prospects, solicits, quotes and consults for new Commercial, Personal and Benefit Insurance accounts
- Counsels and markets to existing clients
- Prequalifies insurance prospects for insurability and quality of risk
- Reviews expirations, endorsement, claim, audit and cancellations with Account Manager
- Completes all required applications and documentation; obtains signed application
- Expand and grow in your role when supporting miscellaneous duties as requested
Benefits
- Competitive salary and referral bonuses
- Expansive Benefits (Medical, Dental, Vision—and SO many more)
- Unsupervised PTO AND a generous holiday schedule – available 1st day!
- Company 401K contribution received starting Day 1 (for participants 21+ years old)
- Educational support, career development, and growth opportunities
- Job Security (we’ve never had a lay-off, even during the pandemic)
- Flexibility, including hybrid schedules!
- Comfortable, family-oriented culture, with an emphasis on work life balance
- Unlimited Volunteer Time Off opportunities
- Fulfilling opportunities that align with your career path and our business needs
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
