Hybrid Producer – Training

at Brown & Brown Insurance

• Job title: Producer – Training
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $70,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Irvine, United States

About the role

• Producer in Training to understand insurance industry and build client base in Irvine, CA. Responsible for outside sales strategy, account management, and client interactions.

Responsibilities

• Gain an overall understanding of the insurance industry
• Build a targeted clientele list, setting goals of larger accounts to one day write
• Research and identify industries to focus and specialize in
• Develop and execute an outside sales strategy
• Produce new accounts and service and retain existing accounts
• Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or conducting personal visits
• Analyze prospect’s needs and current insurance programs and find opportunities to strengthen their risk management structure
• Prepare marketing strategy information and market the account to insurance carriers
• Present carrier proposals to prospect
• Negotiate premiums with the insurance carrier
• Collect deposit premiums (if applicable) in accordance with Brown & Brown requirements prior to binding coverage
• Be responsible for collecting all the premiums due on each account (if applicable)
• Oversee the loss control on each account and analyze loss trends
• Meet with clients on a regular basis to provide required service
• Document all meetings
• Meet with or contact accounts 120 days prior to renewal to review strategy changes or additions required in coverage
• Process any changes in coverage either directly with the insurance carriers or by instructing staff in writing
• Refer all group and life leads to the Benefits Department
• Maintain production reports and attend sales meetings as required
• Keep informed of industry developments by review of trade press and by attending designated seminars
• Develop and maintain relationship with approved insurance carriers and surplus lines organizations
• Other duties may be assigned.

Requirements

• Bachelor’s degree in a business or financial related discipline (preferred)
• 1 - 3 years’ experience in a similar position (preferred)
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.

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.