Licensed Insurance Producer

An Insurance Producer plays a vital role within a sales team, focusing on acquiring new clients, managing policy renewals, and cross-selling insurance products. This position blends new sales efforts with servicing existing clients, utilizing CRM and sales software alongside manual record-keeping to efficiently handle customer relationships and documentation. Minimal or no travel is required for this role.

Responsibilities

• Drive policy sales focused on new client acquisition and policy renewals
• Assess client risk to recommend appropriate insurance products
• Provide ongoing customer support and maintain strong client relationships
• Prepare accurate insurance quotes and manage documentation
• Generate leads to expand the customer base
• Handle policy renewal management and cross-selling opportunities

Preferred Qualifications

• Entry-level experience in insurance sales
• High school diploma or equivalent
• State insurance producer license
• Proficiency in insurance sales and customer relationship management
• Strong negotiation and communication skills
• Knowledge of regulatory compliance
• Effective time management and problem-solving abilities