Producer Jobs

About The Position

Requirements

• Bachelor’s degree in a business related field or equivalent insurance industry experience.
• 0–1 year of experience in client service or customer service.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Ability to compile and analyze financial information.
• Strong organizational skills, attention to detail, and ability to manage multiple tasks.
• Excellent customer service skills with the ability to build effective relationships with clients and vendors.
• Strong communication skills and the ability to support presentations and client facing activities.

Responsibilities

• Develop working knowledge of property and casualty coverages, insurance funding mechanisms, and program administration throughout the renewal lifecycle.
• Assist Account Executives/Managers with carrier billing issues, claim inquiries, certificate requests, and general service support.
• Prepare and organize client information—including exposures, loss runs, and carrier data—to support strategic planning and renewal preparation.
• Provide administrative support for client communications, presentation materials, and meeting documentation.
• Coordinate client invoicing, monitor discrepancies, process producer allocations, and build capability to audit renewal invoices for accuracy.
• Support marketing efforts by gathering exposure data, preparing submission materials, and coordinating vendor responses.
• Process and issue binders, invoices, auto ID cards, claims instructions, and policy changes; complete initial policy checks and assemble client manuals and summaries.
• Assist with client onboarding, including file setup, documentation, system configuration, and contact management.
• Gather reporting and data needed for renewals or to address client questions.
• Build communication skills to support client facing interactions in both written and verbal formats.