As an Insurance Producer, you will generate new business, manage an active book of clients, and provide expert guidance on insurance products. This role is ideal for a driven professional who excels in consultative sales, relationship building, and proactive client service.
Key Responsibilities
- Develop and maintain a pipeline of qualified prospects through referrals, networking, digital outreach, and community involvement.
- Conduct thorough needs assessments and present tailored insurance solutions to individuals and businesses.
- Deliver policies and educate clients on coverage details, benefits, exclusions, and service expectations.
- Manage renewals, identify coverage gaps, and recommend upgrades or additional products.
- Build long-term relationships with clients, carriers, and underwriters to support retention and crossselling opportunities.
- Maintain accurate documentation and ensure compliance with all regulatory and agency standards.
- Meet or exceed production goals and participate in ongoing professional development.
Qualifications
- Active state insurance license required (Life & Health).
- 3–5 years of insurance sales or related client-facing experience.
- Strong communication, negotiation, and consultative selling skills.
- Service-oriented mindset with the ability to build trust and rapport.
- Excellent critical thinking, follow-through, and organizational abilities.
