Commercial Lines Producer

Cross Insurance

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Property & Casualty Insurance License required
  • Bachelor’s degree or equivalent experience
  • Background in insurance brokerage or related sales, with experience engaging senior business executives
  • Goal-oriented and highly motivated individual with strong organizational skills
  • Exceptional written and verbal communication capabilities along with negotiation and relationship-building skills
  • Proven problem-solving abilities and senior management collaboration experience
  • Familiarity with Microsoft Office Suite and social media platforms

Responsibilities

  • Identify and generate Commercial Lines sales generating significant revenue
  • Contribute to the annual sales marketing plan to meet sales targets
  • Engage with business networks to pursue new opportunities and enhance existing sales
  • Assess client exposures and customize coverage recommendations
  • Identify upselling opportunities for additional product offerings to existing clients
  • Deliver superior customer service to both prospective and current clients
  • Document all sales activities using the agency management system and CRM tools

Benefits

  • Comprehensive medical, dental, and vision benefits
  • 401(k) plan with matching contributions
  • Funding for industry-related education and training
  • Opportunities for professional growth and advancement
  • Collaborative work environment that values personal development
Full Job Description

Position Title:  Commercial Lines Producer

Corcoran and Havlin has an opening in our Wellesley MA location for an experienced Commercial Lines Producer.

**Unique Opportunity** This position offers a unique opportunity for an experienced Middle-Market Commercial Lines Producer to inherit an established book of business from a retiring producer, providing immediate renewal income, while continuing to build and grow their own book of business.

Basic Duties & Responsibilities.

  • Identify, solicit, analyze, and generate Commercial Lines sales for the company
  • Participate in the development of an annual sales marketing plan to meet annual sales goals
  • Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business generated or assigned.
  • Identify prospect and existing client exposures, make appropriate coverage and product recommendations, and customize insurance programs to eliminate gaps in coverage
  • Increase sales opportunities by identifying additional product offerings on existing clients to meet their insurance needs.
  • Provide a high level of timely & professional customer service to all prospective and existing clients
  • Provide potential clients with the appropriate products in accordance with the company’s underwriting rules and procedures to avoid risks and maintain a profitable book of business.
  • Maintain client relationships and the retention of accounts through client renewal meetings and adherence to department workflows
  • Cooperates in gathering information on renewals with Commercial Lines team members, supervise delivery of new & renewal business policies and / or binders and collection of premiums in accordance with agency policy & procedures
  • Develop long-term relationships with clients, carriers, underwriters, referral partners
  • Properly document all sales initiatives and correspondence within the agency management system as well as the CRM sales tools made available for the prospecting of potential clients
  • Participates in continuing professional development as required by state licensing requirements and Agency procedures and ongoing training of new products

Job Qualifications:

  • Property & Casualty Insurance License
  • Bachelor’s degree or equivalent experience  
  • Experience in insurance brokerage, carrier or related business sales experience including calling on senior business executives
  • Personable, highly motivated, goal- oriented organized individual that is driven to achieve individual sales goals
  • platforms
  • Strong communication skills (both oral & written), negotiation, and relationship building skill sets with the ability to close insurance sales
  • Excellent problem-solver who can work well with department team members and senior management and have a top-level executive presence
  • Advanced knowledge of Microsoft Office Suite and understanding of social media platforms

Compensation& Benefits:

  • Salary + Commission
  • Comprehensive benefit package Medical, Dental, Vision, 401K plan
  • Industry related education reimbursement

Working with Corcoran & Havlin/ Cross you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

Compensation: The base salaryrangefor this role is $70,000 6,000 annually.  Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.

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