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.
The role involves proactively generating leads and converting them into long-term customer relationships to exceed sales targets. Responsibilities include conducting policy reviews and managing renewals across multiple insurance lines.
Manage inbound and outbound sales opportunities to recommend and issue appropriate insurance policies. Build strong customer relationships and utilize CRM tools to manage the sales pipeline and drive retention.
