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LEI Cross Financial Corp logo

Posted 4 months ago

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Commercial Insurance Sales Producer

US - MA - BraintreeRemoteFull-time

AI Summary

Commercial Lines Producer at LEI Cross Financial Corp. Generates commercial insurance leads and sales, manages client relationships, assesses coverage needs, calculates premiums, and supports brokerage revenue goals.

About this role

The Cross Family of Agencies welcomes you. We need your talent and expertise.

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Commercial Lines Producer

Commercial Lines Producer - The Commercial Lines Producer will lead new sales initiatives, interact with existing & potential clients on a day-to-day basis, solicit commercial prospects, and implement creative solutions and revenue generating plans.

Duties include, but are not limited to:

  • Primarily generate Commercial Lines leads and sales for the company.
  • Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business.
  • Contribute to brokerage revenue goals by promoting and selling insurance products and services
  • Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence
  • Assess client needs and provide advice on appropriate coverage levels and products.
  • Calculate premiums, assess risks and prepare documentation for clients.
  • Respond to telephone calls and correspondence from existing or potential customers in a timely manner
  • Provide a potential customer with the appropriate products in accordance with the company’s underwriting rules and procedures in order to avoid risks and maintain a profitable book of business.
  • Provide additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
  • Respond to customer complaints and resolve matters in a satisfactory manner.
  • Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
  • Keep up to date on all products and services offered by the brokerage.
  • Attend industry training programs as necessary.

Education

  • Bachelor’s Degree or equivalent experience.

Required Job Skills

  • Advanced knowledge of Microsoft Office Suite
  • Proven experience selling.
  • Strong customer service skills and communication skills (both verbal and written).
  • Valid driver’s license and reliable vehicle.

DISCLAIMER:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Compensation: The base salary range for this role is $60,000–$80,000 during the validation period, then the pay is primarily commission based. Actual compensation will be based on factors including location, skills, experience, and internal equity. Cross Insurance offers a comprehensive benefits package including medical, dental, vision, 401(k) with match, paid time off, and more.

DISCLAIMER:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Skills

Client Relationship ManagementCommercial Insurance SalesCustomer ServiceDocumentation PreparationInsurance Product KnowledgeMicrosoft OfficePremium CalculationRisk AssessmentSales ProspectingUnderwriting Rules

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