Producer I

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Job details

Generate and convert leads through networking, referrals, marketing efforts and cold calls.
Build and maintain a strong pipeline.
Conduct needs-based assessments to recommend appropriate insurance coverage.
Present and explain options, benefits and pricing for potential clients.
Develop a Sales Plan with Sales Leader that include not only the revenue goal but the plan to achieve the goal.
Maintain accurate client records in Agency Management System.
Complete all necessary documentation / applications for new policies.
Ensure a smooth transition for hand-off to the Account Manager.
Stay updated on industry trends, carrier products and changes in coverage options.
Attend community events, networking groups and industry functions to market yourself, when applicable.