ProducerRisk Advisor

Commercial Insurance Solutions

Job Location:

Dallas - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Position Title: Producer

Compensation: Based upon Experience

A. SUMMARY

Produces new accounts and renews existing accounts in keeping with agency and individual goals while building relationships with clients. Identifies and solicits sales prospects from various sources.

B. POSITION FUNCTIONS

1. Develops new business leads (Prospects).

2. Gathers necessary underwriting information to market prospective account.

3. Presents proposals in a professional manner.

4. Makes the sale and collects necessary deposits arranges for binders certificates etc. Collects all premiums that are due on or before effective date of coverage.

5. Develops annual new and renewal production goals with Sales Manager.

6. Develops prospects through an organized agency direct solicitation program referrals from present accounts and target-marketing leads and through community affiliations and other contacts.

7. Develops information and recommendations for prospective accounts presents proposals and adheres to agency policies and procedures for writing a new account.

8. Establishes servicing procedures when necessary for designated accounts.

9. Establishes payment arrangements for each new/renewal account adhering to agency guidelines policies and procedures regarding the payment of policy premium.

10. Performs periodic service calls on designated accounts.

11. Maintains a concern for timeliness and completeness when interacting with customers as well as agency and company personnel to minimize potentials for error or omission claims.

12. Identifies and solicits sales prospects from various sources provided by agency by cold calls

mailings and phone contacts.

13. Solicits referrals from existing agency accounts.

14. Assists in resolving any problems in accounting or claims for accounts produced.

15. Coordinates timely presentations for both new and renewal business.

16. Assists in marketing accounts where appropriate due to relationships or product expertise.

17. Documents all material conversations with insureds and/or carriers regarding exposures and coverages

18. Performs other functions as assigned by management.

C. KNOWLEDGE SKILLS AND ABILITIES

Aggressive and assertive self-starter with the ability to influence others with demonstrated effective verbal and written presentation skills. Willing to travel as required. Expected to meet monthly new business premium goals through a variety of sources: cold calls referrals niche marketing etc.

D. OTHER REQUIREMENTS

Maintains knowledge of underwriting criteria for carriers represented by agency. Assists in collecting earned premiums audit premiums etc. when called upon with any uncollected premiums being the responsibility of the producer. All licenses to discuss or place insurance as required by the State Department of Insurance in states where the agency functions. Ability to use personal computer calculator agency automation systems and various software programs including but not limited to Microsoft Word and Excel.

E. WORKING CONDITIONS

Fast-paced multi-tasking environment.

F. GENERAL

1. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agencys essential functions.

2. This description is not intended as a contract and is subject to unilateral change and revision by management.

Acrisure is committed to employing a diverse workforce. All applicants will be considered foremploymentwithout attention to race color religion age sex sexual orientation gender identity national origin veteran or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisures property and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisures Human Resources Talent Department.

Required Experience:

Unclear Seniority

Position Title: ProducerCompensation: Based upon ExperienceA. SUMMARYProduces new accounts and renews existing accounts in keeping with agency and individual goals while building relationships with clients. Identifies and solicits sales prospects from various sources.B. POSITION FUNCTIONS1. Develops...