Property & Casualty Producer

Patriot Growth Insurance Services

$60K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in sales or account management
  • High School Diploma/GED required
  • Virginia Property and Casualty Insurance License required
  • Understanding of commercial and personal lines insurance products
  • Ability to develop effective sales strategies
  • Strong communication and client relationship skills
  • Organized and detail-oriented with project management skills

Responsibilities

  • Generate leads to acquire new commercial lines clients
  • Upsell P&C products to existing clients
  • Collaborate with Benefits and 401(K) divisions
  • Engage in sales calls and provide quotes
  • Participate in meetings and continuous learning webinars
  • Execute targeted email marketing campaigns
  • Attend networking meetings to expand connections
  • Collaborate with underwriters for sales strategy

Benefits

  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA) and Health Savings Account (HSA)
  • Company paid Short-Term and Long-Term Disability
  • Paid Parental Leave
  • Paid holidays and personalized PTO
  • 401(k) with employer match
Full Job Description
Position Overview: The P&C Sales/Producer/Broker is responsible for driving new business sales by acquiring commercial insurance clients and expanding BBG's lines of property and casualty (P&C) products. This position involves proactive sales calls, client servicing, marketing research, and strategic engagement with underwriters to foster growth opportunities. Additionally, collaborating cross-functionally to refer potential clients to BBG's Benefits and 401(K) divisions is a key aspect of this position.

Work Arrangement: This is a full-time position reporting to our office located in Fairfax, VA.

Professional Responsibilities:
  • Generate and cultivate leads to acquire new commercial lines clients, focusing on expanding the existing book of business.
  • Identify opportunities to upsell various lines of Property and Casualty products to existing clients.
  • Collaborate with the Benefits and 401(K) divisions to refer and pursue potential business opportunities that align with their services.
  • Engage in sales calls, provide quotes for new business, and ensure excellent service delivery to clients.
  • Attend regular staff meetings, participate in continuous learning webinars, and stay updated with industry trends and best practices.
  • Utilize sales tools to execute effective email marketing campaigns targeted towards potential and existing clients.
  • Attend networking meetings and gatherings to expand professional connections and explore new business opportunities.
  • Collaborate with markets and underwriters to strategize approaches for new business, renewals, and overall business growth.
  • Regularly track and report sales rankings based on total revenue to BBG and individual splits.
  • Meet minimum sales requirements in alignment with industry norms.

Qualifications and Requirements:
  • 3 or more years of experience in a sales or account management function (Required)
  • High School Diploma/GED (Required)
  • Virginia Property and Casualty Insurance License (Required)
  • Previous experience working in sales at a commercial lines insurance agency (Preferred)
  • Associate Degree or Bachelor's Degree in Business Administration, Finance or a related field (Preferred)
  • Virginia Life and Health Insurance License (Preferred)
  • Possess a strong understanding of commercial and personal lines insurance products, coverages, and underwriting principles, with the ability to serve as a mentor to other employees.
  • Possess a strong business acumen to understand financial metrics, industry dynamics, and the competitive landscape.
  • Ability to develop and execute effective sales strategies aligned with business goals. Monitor and analyze sales performance metrics and identify areas of improvement within sales strategies.
  • Proficient in analyzing client's needs and recommending appropriate insurance solutions.
  • Excellent written and verbal communication skills to effectively convey information clearly and transparently.
  • Experience in building and maintaining strong client relationships, understanding clients' unique needs, and providing customized insurance solutions.
  • Detailed-oriented and organized with excellent project management abilities.
  • Strong critical thinking skills to analyze complex scenarios and develop solutions for clients.
  • Familiarity and proficiency in using relevant software applications, including Customer Relationship Management (CRM) systems, Microsoft Office Suite, and other tools used for client management and communication.
  • Commitment to staying updated on industry trends, regulations, and best practices.
  • Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.
  • Authorized to work in the US without sponsorship.

Salary Range: $60,000 - $120,000 depending on the candidate's experience

*A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
  • Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
  • Company paid Short-Term Disability, Long-Term Disability and Group Term Life
  • Company paid Employee Assistance Program
  • Paid Parental Leave
  • Paid holidays
  • Personalized PTO
  • 401(k) with employer match

Similar Jobs

More Jobs at Patriot Growth Insurance Services

More Finance & Insurance Jobs

Find similar Property & Casualty Producer jobs: