Provide friendly, knowledgeable customer service while managing policy servicing needs such as payments and policy changes. Proactively identify coverage gaps and pursue sales opportunities during customer interactions.
Build relationships with clients to identify needs and recommend appropriate insurance solutions. Quote, present, and close policies while maintaining a consistent pipeline to drive retention and referrals.
The producer is responsible for generating new business opportunities and managing the full sales cycle from prospecting to closing. They will conduct needs-based conversations to recommend coverage solutions and maintain a productive sales pipeline.
