Licensed Insurance Agent - Sales & Marketing

Choice Financial Group•Metairie, LA

About The Position

CHOICE FINANCIAL GROUP LLC is seeking a Licensed Insurance Agent - Sales & Marketing to market and service a well-established commercial lines book of business while driving new business opportunities. This role requires strong marketing expertise, carrier relationship management, and client servicing skills, with a focus on delivering optimal insurance solutions. The ideal candidate will possess deep knowledge of the Louisiana insurance marketplace and extensive experience in commercial lines.

Requirements

Active Property & Casualty Producer License
Minimum 10 years of experience in marketing and servicing commercial lines
Demonstrated expertise in Louisiana insurance marketplace
Proven experience managing and marketing a book of business
Strong knowledge of carrier markets and underwriting processes
Effective negotiation, communication, and relationship management skills
Strong organizational and multitasking abilities

Nice To Haves

Experience in both insurance sales and marketing roles.
Existing working relationships with Louisiana carriers and brokers
Familiarity with CRM software, email marketing platforms, and social media management tools
Bachelor's degree in marketing, business, or a related field.

Responsibilities

Market and manage an established #1MM commission book of commercial business.
Submit applications to carriers/markets and proactively follow up to secure the most competitive and appropriate programs for insureds.
Maintain full knowledge of Louisiana insurance markets, including appetite, pricing trends, and underwriting requirements.
Leverage existing relationships with carriers and brokers utilized by the agency to optimize placement outcomes.
Identify and prospect potential clients through inbound and outbound methods (calls, emails, networking events, etc.).
Conduct needs assessments to recommend appropriate insurance coverage options (life, health, home, auto, etc.).
Manage a portfolio of clients, provide policy updates and renewals, and manage claims as needed.
Create a spreadsheet of all quotes and follow up on them.
Turn the completed file over to the Producer to set appointments.
Negotiate terms and pricing.
Partner with Producers to identify target markets and develop strategies to promote agency products and services.
Order and send loss runs to markets.
Execute and manage digital marketing campaigns (social media, email marketing, online advertising).
Analyze marketing performance metrics and adjust strategies for improved results.
Provide excellent customer service to existing clients by addressing their inquiries, offering policy upgrades, and providing consultation services.
Foster strong relationships with clients to ensure long-term retention and satisfaction.
Ensure adherence to all state (Louisiana) and federal insurance regulations.
Maintain accurate client interactions, insurance policies, and marketing results records.