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Carroll Insurance Agency · 3 weeks ago

Multi-Line Producer

Houston, TX

Full-time

Onsite

Mid Level

Carroll Insurance Agency is currently seeking qualified candidates for the role of Multi-Line Producer. The primary responsibilities include identifying target market segments for commercial insurance sales, providing risk management advice, and ensuring client satisfaction with insurance programs.

Insurance

Responsibilities

Identify target market segment for commercial insurance sales and develop criteria for prospecting and work with sales center personnel, if one in place, to obtain leads within this market

Make prospecting calls assigned by sales center, if one in place, and as necessary to obtain sales goals outlined by Sales Manager

Become active in trade associations of targeted markets and promote Carroll Insurance Agency within the organization

Obtain and complete applications and forward to sales manager or account manager all information necessary to market the account with insurance carriers

Provide risk management advice to prospects and clients

Work with Account Manager or Marketing Specialist to negotiate pricing, coverage, commissions, and preparation of proposals

Coordinate with Account Manager or Marketing Specialist to ensure that business is written appropriately

Make financial arrangements with clients to ensure premium is collected

Make follow-up calls on clients to ensure client satisfaction with the insurance program and to determine whether client needs have changed

Deliver policies to customers within two weeks of receiving them from service personnel

Cross sell accounts for other lines including personal lines, bonds, and financial services

Work with Account Manager and Accounting Manager to resolve any questions or collection issues

Work with Claims Specialist to insure prompt and timely settlement of loss

Promote Carroll Insurance Agency and the insurance industry within the community

Pursue a program for personal and professional development

Qualification

Texas PropertyCasualty LicenseLifeAccidentHealth & HMO LicenseInsurance coverage knowledgeSales closing abilityMicrosoft Word proficiencyMicrosoft Excel proficiencyOrganizedSelf-motivatedCommunication skills