George Petersen Insurance Agency

Commercial Lines Producer

Posted on Apr 26 810 views San Rafael, California


We are a fast-paced, multi-branch insurance agency seeking a Commercial Lines Producer for a full-time position in our San Rafael Ca. Office. This position is sales-oriented position and requires advanced communication skills, a thorough knowledge of insurance products available through the agency. The individual in this position must be capable of pursuing and closing sales of new and existing commercial lines accounts and retaining assigned book of commercial lines business.

Responsibilities:
  • Achieve objectives established in annual producer sales plan.
  • Prospect for new business and identified target groups.
  • Contact prospects for the purpose of providing a quote and making sales appointments.
  • Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records.
  • Collect detailed risk and underwriting information including survey data and loss history.
  • Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information.
  • Work with service person or marketer to complete company submissions and selection of potential markets.
  • Conduct client and prospect appointments communicating proposals and renewals, explaining details and communicating desire to conduct business.
  • Introduce service person to clients and request that service calls be directed to them and forward all service-related calls to assigned service person.
  • Stay informed of all claims or service issues and become involved in resolution when required.
  • Participate in renewals, when appropriate, by reviewing expiration listing with service person to determine appropriate action and collection of information to prepare renewal submissions.
  • Maintain production reports and attend all sales meetings as required.
  • Promote agency and insurance industry in the community.
  • Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc.
  • Be familiar with and follow agency E&O guidelines.
  • Perform other specific duties and projects as assigned by agency management.

Education: License for Property & Casualty by California Department of Insurance is REQUIRED; Insurance Education Courses such as CISR, CIC, CPCU a definite plus.

Experience: Minimum one-year commercial lines account manager experience, computer literate – including Microsoft Word and Outlook, Applied Epic experience a plus. Candidate needs to possess excellent verbal and written communication skills, good organizational and time management skills as well as a strong attention to detail. Working well in a team environment and professional manner is a must. This is a Monday-Friday 37.5 hour per week position with benefits offered after one full month of employment.