Producing Agent
Company: LyonsHR - Direct Hire
Location: Auburn
Posted on: March 18, 2023
Job Description:
Position Summary:
The Producing Agent is responsible for prospecting, soliciting,
quoting, and acquiring new customers as well as renewal of current
customers. Will be working with a P&C sales force for leads and
cross selling opportunities. -Territory: Montgomery, AL, Auburn,
AL, Dothan, AL, Columbus GA, and Macon GA. -Essential Functions and
Responsibilities:
- Responsible for individual and team performance especially when
working with the assigned CSR, promoting cooperative and supportive
behavior within all positions.
- Assists in the performance review processes, improvement plans,
corrective action, etc.
- Ensures professionalism in all aspects of team
responsibilities, workflow compliance, attendance, time-off,
quality of work, and interactions with clients and markets.
- Actively completes individual training, education, and
development programs, including individual coaching on an ongoing
basis.
- Works with their Managing Agent to improve performance,
including audits of their work product, as necessary.
- Develops marketing strategies and promotes all types of new
insurance contracts or suggestions, additions/changes to existing
ones.
- Breeding productive relationships to create a pool of
prospective clients from various sources by networking, cold
calling, using referrals, etc.
- Evaluating business or individual customers' needs and
financial status and proposing protection plans that meet their
criteria.
- Works with clients to deliver risk management strategies that
fit their risk profiles.
- Reports the progress of monthly/quarterly initiatives to their
Managing Agent.
- Maintains bookkeeping systems, database, and records.
- Monitors insurance claims to ensure mutual satisfaction.
- Achieves customer acquisition and revenue grown
objectives.
- Constantly updates and increases job knowledge and learns about
new products and services, specifically carrier / broker specific
products.
- Fulfills all policy requirements.
- Performs any other duties that might be assigned at any given
time.Required Skills and Competencies:Education, Experience, and
Abilities
- Bachelor's degree in business preferred.
- Excellent communication skills.
- Self-motivated and goal oriented.
- Strong organizational and time management skills.
- Desire to continually learn new products and services.
- Current and maintained licensing in Property, Casualty, and
Life insurance with continuing education and all or some parts of
one or more professional designations.
- Proven working experience as an insurance agent or relevant
experience.
- Familiarity with all types of insurance plans (automobile,
fire, life, property, commercial and residential, etc.)
- Demonstrated ability to communicate, present, influence and
sell effectively.
- Experience in delivering client-focused solutions and in
creating long-lasting relationships.Physical Demands:
- The physical demands described here are representative of those
that must be met by an employee to successfully perform the
essential functions of this job.
- While performing the duties of this Job, the employee is
regularly required to sit; use hands to finger, handle, or feel and
talk or hear. The employee is frequently required to reach with
hands and arms. The employee is occasionally required to stand and
walk. The employee must occasionally lift and/or move up to 25
pounds. Specific vision abilities required by this job include
close vision and ability to adjust focus. The employee is
occasionally required to work long hours, including evenings and
weekends.
- Reasonable accommodations may be made to enable individuals
with disabilities to perform the essential functions.Note: Critical
features of this job are described above. They may be subject to
change at any time.Powered by JazzHR
Keywords: LyonsHR - Direct Hire, Auburn , Producing Agent, Sales , Auburn, Alabama
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