COMMERCIAL LINES PRODUCER
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Royal American Companies
Tallahassee, FL, US
Summary
The Commercial Lines Producer is responsible for generating revenue by prospecting and closing sales for commercial property and casualty insurance accounts. They must also manage client relationships, conduct needs assessments, and provide formal insurance proposals while adhering to agency workflows.
Job Description
Job Details: Level: Experienced, Job Location: PFI Tallahassee Office - Tallahassee, FL, Position Type: Full-Time (30 + hours/week), Education Level: 2-20 Insurance License, Salary Range: $45000.00 - $50000.00Salary, Travel Percentage: Not applicable, Job Shift: Days, Job Category: Sales, The Commercial Lines Producer generates revenue through the sales of Commercial Lines Property and Casualty insurance products. Sales-focused position requiring advanced communication skills and a thorough knowledge of insurance products. Capable of pursuing and closing sales for new and existing Commercial lines accounts.
The Commercial Lines Producer is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.
Essential Job Duties and Responsibilities:
Prospect new business primarily by phone, mail, referral or other marketing and lead generation techniques for identified target groups in accordance with agency guidelines.
Follow up on referrals provided by agency team within designated time frame.
Develop and convey formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.
Submit, rate, quote and place quality new business in accordance with agency and company appetites.
Negotiate coverage and pricing to provide the best value to the client.
Communicate effectively with customers, agency and company personnel.
Provide complete and accurate risk and underwriting information including classification and survey data and loss history to agency and company personnel.
Conduct client and prospect appointments to assess insurance needs, communicate proposals and renewals, provide coverage and pricing options, explain details and desire to conduct business.
Introduce Account Manager roles to clients and involve them as a valued member of the agency team.
Support Commercial Lines and other sales efforts through a mutual referral network to cross sell qualifying business.
Adhere to agency standards for workflows, procedures and utilization of the agency management system to maintain client documentation and reduce agency exposure to Errors and Omissions.
Comply with all regulatory requirements regarding licensing, sales and service of Property & Casualty business.
Complete and maintain required reports and attend all sales and personal lines meetings as required.
Keep informed of industry developments through community involvement and continuing education.
Perform other specific duties and projects as assigned by agency management.
Knowledge, Skills and Abilities (KSAs):
Solid personal character, including strong work ethic, great attitude, and willingness to assist others
Proficient computer skills, as well as excellent multi-tasking, and organizational skills
Exceptional customer service skills
Manage and service current clients, as well as explore and discuss cross-sale opportunities
Education and Experience:
High School Diploma or Equivalent is required
1-3 years sales experience in insurance or industry related field
Active 2-20 License is required
Physical Demands:
Must be able work with a computer for a minimum of 7 hours daily either standing or sitting
Must be able to read printed materials and computer screen with or without MS or other software accessibility functions
Must be able to effectively communicate in e-mail, by phone, or in person during the course of the workday
Travel to customers location when needed
Qualifications:
Peoples First Insurance is one of Florida’s oldest and most respected independent insurance, bonding and risk management providers. Our rich history started OVER 100 years ago in June 1912 when Black Insurance Agency was formed. Peoples First Insurance acquired the Agency and its staff in 2000, and merged core values of providing the best insurance solutions while having the most satisfied customers. These core values continue to live today with trained professionals that carry many of the highest designations within the insurance industry. Our plan is to continue to provide new and innovative ways of offering proactive insurance, bonding and risk management services to meet the unique needs of our clients and those in our community. There is over 215 years of combined Insurance experience in our Panama City office and we are currently licensed in 7 states. Peoples First Insurance wrote over $16,500,000 in Property and Casualty premiums last year ranging from small commercial buildings to large Multi-Property Management companies. We are the top producing Insurance Agency in Bay and surrounding counties. Our message will not change and we continue to hold on to our roots planted almost 100 years ago. We are fundamentally in the business of building long term relationships. Our mission is simple… “To be the number one insurance, bonding and risk management provider in our community by offering service, value and integrity that exceeds our client’s expectations.
Our mission is simple…”To be the number one insurance, bonding and risk management provider in our community by offering service, value and integrity that exceeds our client’s expectations.”
Our belief is strong…”We are fundamentally in the business of building long term relationships.”
Our number one core value…”To have the most satisfied customers.”
Our name is our pledge…We Put People First
Founded
1968
Company size
1,001-5,000 employees
Industry
Real Estate
Org type
Privately Held
Headquarters
Panama City, Florida
Peoples First Insurance is one of Florida’s oldest and most respected independent insurance, bonding and risk management providers. Our rich history started OVER 100 years ago in June 1912 when Black Insurance Agency was formed. Peoples First Insurance acquired the Agency and its staff in 2000, and merged core values of providing the best insurance solutions while having the most satisfied customers. These core values continue to live today with trained professionals that carry many of the highest designations within the insurance industry. Our plan is to continue to provide new and innovative ways of offering proactive insurance, bonding and risk management services to meet the unique needs of our clients and those in our community. There is over 215 years of combined Insurance experience in our Panama City office and we are currently licensed in 7 states. Peoples First Insurance wrote over $16,500,000 in Property and Casualty premiums last year ranging from small commercial buildings to large Multi-Property Management companies. We are the top producing Insurance Agency in Bay and surrounding counties. Our message will not change and we continue to hold on to our roots planted almost 100 years ago. We are fundamentally in the business of building long term relationships. Our mission is simple… “To be the number one insurance, bonding and risk management provider in our community by offering service, value and integrity that exceeds our client’s expectations.
Our mission is simple…”To be the number one insurance, bonding and risk management provider in our community by offering service, value and integrity that exceeds our client’s expectations.”
Our belief is strong…”We are fundamentally in the business of building long term relationships.”
Our number one core value…”To have the most satisfied customers.”
Our name is our pledge…We Put People First
Founded
1968
Company size
1,001-5,000 employees
Industry
Real Estate
Org type
Privately Held
Headquarters
Panama City, Florida