Sales Producer Private Client

Bridge Specialty GroupRichmond, VA
16d$55,000 - $115,000

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 Private Client Sales Producer to join our growing team ! Teammate has flexibility to choose their home office from the following: Richmond or Manassas, VA or Columbia, MD. The Sales Producer position is responsible for promoting the sale of new and renewal business, providing a source of insurance expertise to clients, and assisting in the growth and profitability of the department. The Producer will coordinate with the Account Manager/Executive as necessary for prospects and existing client needs. How You Will Contribute Remain current on industry trends, information, carriers, new product development, legislation, coverages, and technology Assist the Profit Center Leader in developing marketing strategies to accomplish and support business planning objectives. Prospect for new Private Client accounts to meet or exceed marketing plan via telephone calls, written correspondence or personal visits. Establish direct client contact with key accounts and prospects. Work closely with Account Managers/Executives and producers from other departments regarding placement of new/renewal business. Interpret, analyze, negotiate and offer recommendations on coverage based on individual client needs. Assist in collection of receivable balances before they age to 60 days. Assist in training of new Producers at the direction of the Profit Center Leader. Maintain currency and further develop expertise in declared sector or market area by networking and participating in professional development activities. Keep abreast of developments in the marketplace, including product offerings and changing insurance consumer trends and needs. Consistently meet all Brown & Brown established quality control procedures and timelines. Actively participate in social, civic, and trade organizations to represent Brown & Brown's community/client commitment. Remain up to date with current market conditions and status of competition.

Requirements

  • Property & Casualty insurance license
  • Experience in the insurance industry with a strong emphasis in the Private Client personal lines insurance
  • Proficient with management operating systems that support insurance sales, tracking and service.
  • Proficient with Microsoft Tools, Outlook, Word.

Nice To Haves

  • CIC designation preferred but not required
  • Associates or Bachelor's degree preferred but not required with appropriate work experience.
  • College degree preferred but not required with appropriate work experience.

Responsibilities

  • Remain current on industry trends, information, carriers, new product development, legislation, coverages, and technology
  • Assist the Profit Center Leader in developing marketing strategies to accomplish and support business planning objectives.
  • Prospect for new Private Client accounts to meet or exceed marketing plan via telephone calls, written correspondence or personal visits.
  • Establish direct client contact with key accounts and prospects.
  • Work closely with Account Managers/Executives and producers from other departments regarding placement of new/renewal business.
  • Interpret, analyze, negotiate and offer recommendations on coverage based on individual client needs.
  • Assist in collection of receivable balances before they age to 60 days.
  • Assist in training of new Producers at the direction of the Profit Center Leader.
  • Maintain currency and further develop expertise in declared sector or market area by networking and participating in professional development activities.
  • Keep abreast of developments in the marketplace, including product offerings and changing insurance consumer trends and needs.
  • Consistently meet all Brown & Brown established quality control procedures and timelines.
  • Actively participate in social, civic, and trade organizations to represent Brown & Brown's community/client commitment.
  • Remain up to date with current market conditions and status of competition.

Benefits

  • Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
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