The Insurance Producer is responsible for building customer relationships, quoting and selling various insurance products, and managing client records. They must also follow up on leads, conduct policy reviews, and collaborate with the team to meet production goals.
The representative will prospect for new business and build long-term relationships with clients to provide customized insurance solutions. They are responsible for educating clients on policy features, cross-selling bundles, and meeting agency production goals.
The role involves engaging leads to generate quotes and closing new insurance business. It also requires identifying customer needs to recommend coverage and managing the customer lifecycle to drive retention.
