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High & Rubish Insurance Agency · 2 months ago

Commercial and Personal Lines Insurance Producer

Chapel Hill, NC

Full-time

Onsite

Mid Level

3+ years exp

High and Rubish Insurance Agency is a well-established independent insurance agency in Chapel Hill, NC. They are looking for a career-oriented individual to join as a multi-lines producer responsible for selling insurance to qualified prospects and ensuring profitable agency growth. The role involves actively contacting prospects, maintaining client records, and collaborating with agency personnel to achieve sales goals.

Financial ServicesInsurance

Responsibilities

Actively contact prospects, schedule appointments, make sales presentations, and close on new business accounts. Balance production to achieve desired mix of business

Maintain prospect list of clients of agency's targeted business

Complete applications for Account Managers to submit to appropriate markets

Arrange payment terms for all accounts in accordance with agency credit and collections policy

Cooperate in gathering information on assigned accounts for renewal marketing and handling per agency procedures. Deliver policies and/or binders on assigned accounts, following agency guidelines and time frames

Attend sales seminars, company sales meetings, and educational activities needed to improves sales techniques and stay up to date on the latest developments in the marketplace

Participate in and organize special projects

Work with existing agency personnel to jointly accomplish sales goals

Diligently maintain records in the agency management system, including documenting and attaching all files, notes, and correspondence

Qualification

Insurance salesState licenseSales successInsurance designationsRisk assessmentSales methodologyProspecting softwareCollege degreeCommunication skillsOrganizational skills