Insurance Producer
On-siteWindsor, Colorado, United States
Job Summary
Identify, qualify, and develop sales opportunities with new and existing clients through in-person, online, phone, and written communication. Foster relationships via regular follow-up, accurate quotations, and account support while obtaining best coverage, processing quotes, and binding policies. Present policies to insureds, educate them on coverages, and support renewal and retention efforts. Anticipate and respond to client needs, collaborate with team members, mentor staff, and participate in meetings. Maintain CE, participate in ongoing education, and stay informed on industry information, new products, legislation, and technology to improve knowledge and performance. Hold the required insurance license, possess a valid driver's license, and demonstrate strong knowledge of insurance products, rating procedures, and underwriting.
Required Qualifications
- Hold the insurance license required by your state
- Associate's Degree or equivalent from two-year college or technical school, or 4-6 years of comparable work experience
- Possess a valid driver's license and a source of reliable transportation
- Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain existing client base
- Ability to read and write reports, business correspondence, applications, and proposals
- Be a problem-solver who can handle a variety of variables with in a situation
- Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients
- Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making and superior written and verbal communication skills
- Have excellent time management skills, thrive in a team environment and Technology and Computer proficiency including agency management systems
Desired Qualifications
- At least two years personal and commercial lines insurance sales or account management experience
- Associate's Degree or higher
- Industry Designations (CIC, AINS, CRS, etc.)
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