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Commercial Lines Producer

US - MA - WellesleyOn-siteFull-time

AI Summary

Experienced Commercial Lines Producer responsible for soliciting, analyzing, and generating commercial insurance sales, building client relationships, and growing a book of business in the middle-market segment.

About this role

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

Position Title: Commercial Lines Producer

Corcoran and Havlin has an opening in our Wellesley MA location for an experienced Commercial Lines Producer.

Corcoran and Havlin is a proud member of Cross Insurance. If you are looking for a company with opportunities to grow your carrier, we are the Agency for you!

**Unique Opportunity** This position offers a unique opportunity for an experienced Middle-Market Commercial Lines Producer to inherit an established book of business from a retiring producer, providing immediate renewal income, while continuing to build and grow their own book of business.

Basic Duties & Responsibilities.

  • Identify, solicit, analyze, and generate Commercial Lines sales for the company
  • Participate in the development of an annual sales marketing plan to meet annual sales goals
  • Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business generated or assigned.
  • Identify prospect and existing client exposures, make appropriate coverage and product recommendations, and customize insurance programs to eliminate gaps in coverage
  • Increase sales opportunities by identifying additional product offerings on existing clients to meet their insurance needs.
  • Provide a high level of timely & professional customer service to all prospective and existing clients
  • Provide potential clients with the appropriate products in accordance with the company’s underwriting rules and procedures to avoid risks and maintain a profitable book of business.
  • Maintain client relationships and the retention of accounts through client renewal meetings and adherence to department workflows
  • Cooperates in gathering information on renewals with Commercial Lines team members, supervise delivery of new & renewal business policies and / or binders and collection of premiums in accordance with agency policy & procedures
  • Develop long-term relationships with clients, carriers, underwriters, referral partners
  • Properly document all sales initiatives and correspondence within the agency management system as well as the CRM sales tools made available for the prospecting of potential clients
  • Participates in continuing professional development as required by state licensing requirements and Agency procedures and ongoing training of new products

Job Qualifications:

  • Property & Casualty Insurance License
  • Bachelor’s degree or equivalent experience
  • Experience in insurance brokerage, carrier or related business sales experience including calling on senior business executives
  • Personable, highly motivated, goal- oriented organized individual that is driven to achieve individual sales goals
  • platforms
  • Strong communication skills (both oral & written), negotiation, and relationship building skill sets with the ability to close insurance sales
  • Excellent problem-solver who can work well with department team members and senior management and have a top-level executive presence
  • Advanced knowledge of Microsoft Office Suite and understanding of social media platforms

Compensation & Benefits:

  • Salary + Commission
  • Comprehensive benefit package Medical, Dental, Vision, 401K plan
  • Industry related education reimbursement

Working with Corcoran & Havlin/ Cross you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

Compensation: The base salary range for this role is $70,000–$95,000 annually. 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

Commercial Lines InsuranceCRMInsurance BrokerageMicrosoft OfficePremium CollectionProperty & Casualty InsuranceRenewal ManagementSales Force AutomationSocial Media PlatformsUnderwriting Rules

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