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TROXELL · 6 months ago

Life & Health Producer/Insurance Consultant

Washington, IL

Full-time

Hybrid

Mid Level

$40K/yr - $60K/yr

3+ years exp

Troxell is an established insurance agency with a mission to educate, advocate, and protect its clients. The Life & Health Producer/Insurance Consultant is responsible for attracting and retaining new clients while providing exceptional customer service and developing tailored insurance solutions.

ConsultingEmployee BenefitsFinancial ServicesInsurance

Responsibilities

Works with service support staff to complete carrier submissions and to answer client questions about policy applications and likelihood of acceptance

Maintains extensive contact in person, by phone and mail (electronic/postal), with clients, insurance company contacts, prospects, service line personnel, and division managers to facilitate appropriate and comprehensive product customer service

Monitor expiration listings and participate in renewal collaboration with service personnel, follow-up as appropriate to seek information for renewal submissions with contacts

Provides guidance, assistance, and follow-up customer service to established clients and prospective customers

Initiates search and contacts prospective customers through existing client referrals and identified targeted groups. Schedules appointments, solicits quote opportunities, and conducts product orientation sessions

Prepares sales proposals and marketing information including coverages, limits, deductibles, exclusions, and cost comparisons. Delivers and discusses information with clients or prospects

Responsible for sales of new and renewal product lines business, calling on clients and prospects, identifying and assessment of client needs, and development of coverage proposals

Conducts detailed surveys to identify customer insurance needs, reviews existing policies, risk plans, property, products, and records. Expected to achieve annual producer sales plan objectives

Maintains electronic and/or paper production files in an orderly, timely manner to ensure follow-up on outstanding or pending business matters. Attends sales meetings as required

Keeps informed through vigilant review and appraisal of industry development and competitive markets, participates in carrier and agency training meetings and sessions, and maintains appropriate licensure

Qualification

Insurance LicensureSales ExperienceCustomer ServiceCommunication SkillsBasic Computer SkillsOrganizational SkillsSelf-MotivatedTeamwork

Required

Must be a High School graduate or GED

Ability to pursue and close sales

Excellent verbal and written communication skills and enjoy working with people in a high-volume customer service environment

Ability to be highly organized/flexible with shifting priorities and fluctuating workloads

Desire to learn/expand knowledge within the industry while learning about clients' specific needs

Ability to read and interpret complex industry documents such as policy limitations, underwriting standards, and procedure/policy manuals, and apply within prescribed routines and practices

Self-motivated with the ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment

Must possess basic familiarity with computers and office equipment

Must be able to secure and maintain insurance licensure, at company expense

Travel to client offices and networking events will be expected