Job Description

Job Description—Producer

Summary  

Directly contributes to and supports sales goals of the agency or specialist department as communicated from the agent to meet long-term and short-term goals for agency growth. This includes new business, cross-sell opportunities, customer service, retention, and profit goals.

Duties include but are not limited to: 

• Must be licensed Solicits and writes new business for his/her specialist department 
• Coordinates with the agent and/or operations manager to provide assistance in determining proper coverage 
• Provides underwriting and rating for new accounts 
• Maintains knowledge of new products and initiatives. 
• Pursues a program for development of personal and business skills 
• Actively solicits expiration dates from new clients and prospects 
• Develops agency relationship with existing clients 
• Meets the production requirements and goals assigned by the agent or agency manager 
• Maintains monthly sales record and provides a copy for review to the agent
• Performs other duties as assigned

Core competencies Business Results:  

• Ability to meet individual performance, metrics and goals. 
• Drive and Productivity: Able to bring about great results from ordinary circumstances; prepare for problems or opportunities in advance; undertake additional responsibilities and respond to situations as they arise without supervision. 
• Innovation: Accept innovation and improvement recommendations. 
• Communication: Acceptable verbal and written communication skills. 
• Team Work: Accept feedback when offered and work well with others.

Physical environment 

Required job duties are normally performed in a climate-controlled office environment.

Preferred skills and abilities  

Four-year college degree required. Previous customer service experience highly preferred. Ideal candidate will have basic PC skills, basic math skills, strong analytical capability, conflict resolution skills, and strong verbal and written communication skills.

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