Duncan Financial Group · 3 weeks ago
Commercial Insurance Sales Producer
Strongsville, OH
Full-time
Hybrid
Mid LevelDuncan Financial Group is a family-run organization headquartered in Irwin, Pennsylvania, dedicated to providing exceptional insurance and financial services. They are seeking a dynamic Commercial Insurance Sales Producer responsible for generating new business opportunities, managing client relationships, and offering expert risk management advice on commercial insurance products.
AccountingFinancial ServicesInsurance
Hiring Manager
Kelly Wright
Responsibilities
Identify and target potential commercial clients through various prospecting methods including networking, trade shows, cold calling, and referrals
Work with VP Sales to develop and implement effective sales goals and strategies to achieve new business
Conduct thorough needs assessments to understand clients' insurance requirements and recommend appropriate coverage options
Prepare and present insurance proposals to prospective clients, highlighting the benefits and value of our insurance solutions
Keep accurate records and maintain your new business sales pipeline in our Customer Relationship Management (CRM) system
Work with marketing to provide guidance on specific markets to support your ongoing prospecting efforts
Share leads with other lines of business within the organization to grow our account penetration with multiple service lines
Build and maintain strong, long-term relationships with clients to ensure their ongoing satisfaction and loyalty
Serve as the primary point of contact for clients, addressing their questions, concerns, and service needs promptly
Conduct regular reviews of clients' insurance programs to ensure continued adequacy of coverage and identify opportunities for cross-selling and up-selling additional products
Communicate with account managers to be able to provide the highest level of service for clients and maintain industry standard retention rates
Stay informed about industry trends, market conditions, and regulatory changes affecting commercial insurance
Develop and maintain strong relationships with insurance carriers and underwriters to negotiate favorable terms and conditions for clients
Attend industry events, conferences, and training sessions to enhance professional knowledge and network with industry peers
Ensure all client records are accurately maintained in accordance with company policies and regulatory requirements
Prepare and submit all required documentation for new business, policy renewals, and endorsements in a timely manner
Collaborate with internal teams, including account managers and support staff, to ensure seamless service delivery to clients
Qualification
Required
Proven experience as an Insurance Producer, Account Manager, or similar role in the insurance industry preferred
Valid Property & Casualty License, or the ability to obtain within the first 30 days of employment
Knowledge of commercial insurance products, including property, liability, workers' compensation, and specialty coverages is ideal but will train and mentor
Proficiency in insurance management software (Applied Epic), CRMs (i.e., HubSpot) and Microsoft 365
Excellent communication and interpersonal skills, with the ability to build and maintain client relationships
Self-motivated and results-driven with the ability to generate commercial insurance opportunities and close deals
Ability to handle multiple client requests and opportunities simultaneously and turn them around in a short period of time
Ability to work independently and as part of a team
Local travel will be required
Employment is contingent upon successful completion of a criminal background check, as permitted by law
Benefits
Competitive Compensation Package
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Company
Duncan Financial Group
Duncan Financial Group offers a new standard of insurance and financial guidance that is unmatched in the industry.
Founded in 1978
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Barbara Gongloff, QKA
Chief Operating Officer
David Duncan, CFP®
Executive Chairman and Chief Investment Officer
Company data provided by crunchbase