AGENCY PRODUCER

Job Description

Directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet short-term and long-term goals for agency growth. This includes new business, cross-sell opportunities, customer service, retention, and profit goals.

CORE JOB DUTIES INCLUDE (BUT ARE NOT LIMITED TO):

  • Must be licensed in Property & Casualty as well as Life, Accident and Health
  • Solicits and writes new business for his/her specialized departmental line of business
  • Coordinates with the agent and/or Account Executive to aid in determining proper coverage
    Field underwriting and rating for new accounts
  • Maintains knowledge of new products and initiatives. Pursues a program for development of personal and business skills
  • Actively solicits expiration dates from new clients and prospects
  • Develops an agency relationship with existing and new clients
  • Meets the production requirements and goals assigned by the agent or agency manager
  • Maintains monthly sales records and provides a copy for review to the agent and/or Account Executive
  • Performs other duties as assigned

CORE COMPETENCIES :

Business Results: Ability to meet individual performance, metrics and goals
Drive and Productivity: Able to bring about great results from ordinary circumstances;
prepares for problems or opportunities in advance; undertakes additional responsibilities and
responds to situations as they arise without supervision.
Innovation: Accepts innovation and improvement recommendations
Communication: Acceptable verbal, written and timely communication skills
Teamwork: Accepts feedback when offered and works well with others
Managerial: Manages/oversees the marketing team

PREFERRED SKILLS AND ABILITIES :

Four-year college degree highly preferred. High school diploma or equivalent required. Previous
customer service experience highly preferred. Ideal candidate will have basic PC skills, basic
math skills, strong analytical capability, conflict resolution skills, the ability to multi-task, bilingual
(if applicable to area), and strong verbal and written communication skills.

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