Producer - Employee Benefits - Frost Insurance Agency
About The Position
The Producer is a sales-oriented role at Frost Insurance Agency focused on assessing client and prospect needs, developing new business, and determining whether Frost Insurance Agency can provide an appropriate solution. The Producer screens leads, meets with clients and prospects, stays informed about insurance products and trends, and uses strong communication and relationship-building skills to serve customers and meet goals. The role involves prospecting through existing clients and business channels, gathering risk and underwriting information, coordinating with agency colleagues to identify potential markets, and preparing and presenting insurance proposals. The Producer also services assigned accounts and discusses proposals and renewals with clients.
Requirements
- Bachelor’s degree or at least 2 years of sales experience.
- Texas General Lines Agents License: Property and Casualty (P&C) or Life, Accident, Health, and HMO License, as appropriate, or ability to attain the applicable license within 90 days.
- Excellent written and verbal communication skills.
- Strong organizational skills.
- Proficiency in Microsoft applications.
Nice To Haves
- Proven ability to pursue and close sales.
- Knowledge of the insurance industry.
Responsibilities
- Prospect new business from existing clients and program business channels, and identify target groups and leads provided by Frost producers and bankers.
- Contact prospects to provide quotes and schedule sales appointments.
- Service assigned accounts while contacting potential new customers.
- Survey prospects to determine their insurance needs.
- Inspect current insurance policies, risk management plans, property, products, and records.
- Work with others within the agency to complete company submissions and select potential markets.
- Screen leads to determine whether SBIU or PIC criteria are met and whether a Frost Insurance Agency market exists to satisfy the need.
- Collect detailed risk and underwriting information, including census data, survey data, and loss history.
- Develop and deliver formal insurance proposals, including coverage, limits, deductibles, and other pertinent details.
- Conduct client and prospect appointments to discuss proposals and renewals, explain details, and communicate a desire to conduct business.
Benefits
- Medical, dental, and vision insurance.
- Long-term disability insurance.
- Life insurance.
- 401(k) matching.
- Generous holiday and paid time off schedule.
- Tuition reimbursement.
- Health and wellness programs, including an Employee Assistance Program.
- Referral bonus program.
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What This Job Offers
Job Type
Full-time
