JOB SUMMARY

Idea Recruiters is searching for a Producer for a local Insurance Agency in Beaufort, SC.  We are seeking candidates that respond to customers’ inquiries via phone, email, or chat; knows how to resolve customer complaints and resolves issues in a professional manner, and provide information about available services.  The Producer must also build and maintain client relationships and stay current on insurance products and regulations.

SHIFT INFORMATION

Days: Monday – Friday

Hours: 9:00 AM – 5:00 PM

ESSENTIAL DUTIES & RESPONSIBILITIES:

Ø  Professionally sell and explain property and casualty insurance policies to customers and clients (home, auto, business, life, etc)

Ø  Identify and prospect new clients, assess their needs, tailor policy recommendations based on those needs

Ø  Manage the entire sales cycle from lead to close

Ø  Maintain client relationships, handle renewals, and collaborate with other departments

Ø  Develop and execute a sales plan to meet new business targets

Ø  Conduct sales and present customized insurance solutions to prospects and clients

Ø  Serve as the main point of contact for policy changes, renewals, and questions.

Ø  Assist clients with claims processes

Ø  Utilize sales and customer relationship management (CRM) tools to track progress

Ø  Create customize insurance policies to meet unique client requirements

Ø  Educate clients on different insurance options and coverage details

Ø  Answer customer questions promptly and efficiently through various communication channels (phone, email, chat, face-to-face interactions, etc)

Ø  Address and resolve customer complaints or concerns in a professional and timely manner

Ø  Manage customer accounts and billing inquiries

Ø  Maintain a high level of company products/services knowledge and communicate effectively with the customers and/or team members

Ø  Recognize chances to upsell or cross-sell services that may benefit customers

Ø  Keep accurate and detailed records of customer interactions and transactions in various software platforms

Ø  Work well with team members and other departments to ensure consistent and positive customer experience

Ø  Provide excellent and effective written and verbal communication with others

Ø  Must have the ability to listen carefully to understand customer concerns

Ø  Provide strong analytical skills to troubleshoot issues and provide appropriate solutions

Ø  Show empathy towards others

Ø  Write Property and Casualty Insurance Policies based on customers’ needs

Ø  Contact potential customers or clients through networking, referrals, and outreach to build customer base

Ø  Interview prospective customers to understand their financial situation and existing coverage

Ø  Analyze a client’s needs and recommend suitable insurance policies, such as life, health, home, or auto

Ø  Explain policy features, sell policies, and process applications for underwriting approval

Ø  Maintain accurate and confidential records of client information and policy details

Ø  Stay up-to-date on state and federal regulations, securing necessary licenses, and complete continuing education requirements

#IND1