Producer In Training

Bridge Specialty Group•Carpinteria, CA

5d•Onsite

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Producer in Training to join our growing team in Carpinteria, CA! In this role, you will gain an overall understanding of the insurance industry. Build a targeted clientele list, setting goals of larger accounts to one day write. Research and identify industries to focus and specialize in.

Requirements

Active P&C Licence
Proficient with MS Office Suite
Exceptional telephone demeanor
Routine travel which may require the use of your own vehicle or a rental vehicle.
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position

Nice To Haves

Bachelor’s degree in a business or financial related discipline
1 - 3 years’ experience in a similar position

Responsibilities

Develop and execute an outside sales strategy
Produce new accounts and service and retain existing accounts
Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or conducting personal visits
Analyze prospect’s needs and current insurance programs and find opportunities to strengthen their risk management structure
Prepare marketing strategy information and market the account to insurance carriers
Present carrier proposals to prospect
Negotiate premiums with the insurance carrier
Collect deposit premiums (if applicable) in accordance with Brown & Brown requirements prior to binding coverage
Be responsible for collecting all the premiums due on each account (if applicable)
Oversee the loss control on each account and analyze loss trends
Meet with clients on a regular basis to provide required service
Document all meetings
Meet with or contact accounts 120 days prior to renewal to review strategy changes or additions required in coverage.
Process any changes in coverage either directly with the insurance carriers or by instructing staff in writing
Refer all group and life leads to the Benefits Department
Maintain production reports and attend sales meetings as required
Keep informed of industry developments by review of trade press and by attending designated seminars
Develop and maintain relationship with approved insurance carriers and surplus lines organizations
Other duties may be assigned