Job Description
This Jobot Job is hosted by: Dana Stark
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and sending us your resume.
Salary: $70,000 - $75,000 per year
A bit about us: We have become one of the fastest-growing, mid-sized firms of its kind in Southern California.
Why join us? We have a great reputation for providing exceptional service and fostering meaningful client relationships. With over five decades of experience in insurance, we value the opportunity to prioritize integrity, innovation, and collaboration in delivering tailored insurance solutions.
Job Details The Insurance Producer is responsible for identifying, developing, and maintaining relationships with clients to provide tailored insurance solutions. This role focuses on growing the client base through strategic prospecting, networking, and delivering exceptional customer service. The Insurance Producer works to understand clients’ unique needs and offers appropriate coverage options to protect their personal or business interests.
Key Responsibilities
Client Acquisition & Development
Prospect for new clients through referrals, networking events, cold calling, and online research.
Build and maintain strong relationships with new and existing clients to understand their insurance needs.
Educate clients about policy options, coverage limits, and potential risks.
Sales & Business Growth
Achieve sales targets by offering a variety of insurance products such as auto, home, commercial, life, and health.
Prepare and present insurance proposals and quotes tailored to client needs.
Cross-sell additional products and services to existing clients.
Policy Management
Assist clients in the application and underwriting processes to ensure timely issuance of policies.
Process policy renewals, endorsements, and cancellations as needed.
Provide guidance and support during claims processing to ensure a seamless client experience.
Compliance & Documentation
Ensure all transactions and communications adhere to regulatory and company standards.
Maintain accurate and up-to-date records in the agency management system.
Market Awareness
Stay informed about industry trends, market conditions, and product changes.
Collaborate with insurance carriers to understand product offerings and pricing.
Qualifications
High school diploma or equivalent (Bachelor’s degree preferred).
Valid state insurance license(s) (e.g., Property & Casualty, Life & Health).
Proven experience in insurance sales or a related field.
Strong negotiation, communication, and interpersonal skills.
Ability to work independently and meet sales targets.
Proficiency in agency management systems and CRM tools.
Key Competencies
Customer-focused mindset with a passion for helping clients.
Goal-oriented and self-motivated.
Excellent organizational and time-management skills.
Strong analytical skills to assess client needs and recommend appropriate coverage.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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