Insurance Producer job description
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What does a Insurance Producer do?
The Insurance Producer is a crucial role in expanding business by identifying client needs, offering tailored insurance solutions, and driving new policy sales. This position enhances company revenue and client retention by delivering exceptional customer service and risk management advice.
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What are the Key Responsibilities of Insurance Producer
- Identify and research potential clients to generate new business opportunities.
- Assess clients' insurance needs and provide appropriate policy recommendations.
- Maintain strong customer relationships for client retention and satisfaction.
- Negotiate terms and coverage with underwriters on clients' behalf.
- Complete policy applications and manage the issuance process.
- Educate clients on underwriting processes and policy changes.
- Collaborate with insurance carriers for optimal product offerings.
- Stay informed about industry regulations and standards.
- Deliver exceptional post-sale service and support.
What are the Skills and Requirements for a Insurance Producer?
- In-depth knowledge of various insurance products and regulations.
- Proven sales and negotiation skills.
- Strong interpersonal and customer service skills.
- Excellent verbal and written communication skills.
- Ability to analyze clients' needs and customize solutions.
What are the KPIs to track for Insurance Producer?
Performance for the Insurance Producer is measured by policy sales growth, client retention rates, and successful meeting of sales targets promoting effective client relationship management.
Policy Sales
Increase in the number of new policies sold.
Client Retention
Maintain or enhance client retention rate.
Sales Targets
Successful achievement of monthly and quarterly sales targets.
Reports to
Sales Manager
Collaborates with
Underwriting Teams, Customer Service Department
Leads
Insurance Sales Agents
Are any specific tools or software required for the Insurance Producer role?
- CRM Software
- Insurance Quoting Systems
- Microsoft Office Suite
What is the qualification of Insurance Producer?
Bachelor's degree in Finance, Business, or related field with 2-4 years experience in insurance sales. Licensing per state requirements.
