F&I Producer focused on B2B sales to franchise automotive dealerships. Providing finance and insurance products while ensuring compliance and maximizing income.
About the role
- Personal Lines Producer responsible for acquiring new business revenue and maintaining client relationships at a major insurance brokerage. Collaborating with teams and meeting sales objectives.
Responsibilities
- Responsible for the development and successful acquisition of new business revenue from new and existing clients.
- Prospect sectors or market areas by identifying business needs and proposing company products and services.
- Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or through personal visits.
- Maintain currency and further develop expertise in declared sector or market area by networking and participating in professional development activities.
- Work in tandem with the Personal Lines Team for proposals, etc. with a clear course of action noted.
- Develop, present and sell new business proposals to appropriate prospects.
- Comply with account quality and size standards established by the agency.
- Perform periodic service calls on all accounts and provide or coordinate customer service requests.
- Conduct client coverage reviews and determine insurance coverage needs based on sound principles and updated legal requirements as well as carrier rulings by state.
- Sell additional coverage to existing clients.
- Attend and actively participate in regular sales meetings.
- Participate in the overall agency effort to develop and maintain strong company relationships through positive contacts with company representatives.
- Achieve annual sales goals and provide regular feedback to the Sales Manager and Profit Center Leader on progress toward those goals.
- Achieve educational and professional development goals established by agency management.
- Leverage CRM to identify, target, and contact prospective clients. Ensure CRM is maintained with all activity on a regular basis.
- Maintain a professional demeanor and actively support and promote a positive public image for the agency.
- Pursues a course of personal, professional development.
Requirements
- Bachelor’s degree or experience to commensurate the same.
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- 2+ years experience functioning in an insurance agency or carrier including sales experience
- Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
- Strong technical knowledge of the industry of expertise currently being targeted.
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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