Property & Casualty Producer jobs in United States
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Patriot Growth Insurance Services, LLC · 14 hours ago

Property & Casualty Producer

Patriot Growth Insurance Services, LLC is a national insurance services firm that focuses on growth and collaboration within the industry. The Property & Casualty Producer is responsible for driving new business sales, acquiring commercial insurance clients, and expanding the lines of P&C products while collaborating with other divisions to pursue business opportunities.

Employee BenefitsInsuranceProperty Insurance
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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

Qualification

Virginia PropertyCasualty Insurance LicenseCommercial lines insurance experienceSales strategy developmentBusiness acumenClient relationship managementCRM software proficiencyCommunication skillsDetail-orientedCritical thinking

Required

3 or more years of experience in a sales or account management function
High School Diploma/GED
Virginia Property and Casualty Insurance License
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

Preferred

Previous experience working in sales at a commercial lines insurance agency
Associate Degree or Bachelor's Degree in Business Administration, Finance or a related field
Virginia Life and Health Insurance License

Benefits

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

Company

Patriot Growth Insurance Services, LLC

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Patriot is a national agency specializing in Employee Benefits, Property & Casualty and Personal insurance solutions.

Funding

Current Stage
Late Stage
Total Funding
$500M
Key Investors
Golub CapitalAntares CapitalSummit Partners
2023-11-28Debt Financing· $500M
2022-08-09Debt Financing
2021-02-23Debt Financing

Leadership Team

J
Jeff Wood
SVP, Premier Client Practice Leader
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Ian Larson
President, Individual Health
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Company data provided by crunchbase