TROXELL · 5 months ago
Property & Casualty Producer/Insurance Consultant - Peoria/Washington, IL
Peoria, IL
Full-time
Onsite
Mid Level
$40K/yr - $60K/yr
3+ years expTroxell Insurance Agency is a top trusted insurance agency headquartered in Springfield, IL, focused on providing risk management for personal and business insurance. The Property and Casualty Producer/Insurance Consultant will attract and retain new clients while providing exceptional service and guidance throughout the insurance process.
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
Required
Must be a High School graduate or GED, while advanced training at the technical business, or college level is highly desired
Three years prior work experience in sales, insurance industry or a related field is preferred
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, yet flexible in dealing with shifting priorities and fluctuating workloads
Desire to learn and 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, experience with Windows applications such as Microsoft Excel and Word, and the Internet are highly desired
Must be able to secure and maintain insurance licensure, at company expense
Travel to client offices and networking events will be expected
Preferred
Three years prior work experience in sales, insurance industry or a related field is preferred
Experience with Windows applications such as Microsoft Excel and Word, and the Internet are highly desired
Benefits
Comprehensive benefit package
Company
TROXELL
TROXELL is an insurance company specializing in personal and business insurance, HR solutions, employee benefits and financial services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kyle Dyson
Chief Operating Officer
Mark Whitlock
Partner
Company data provided by crunchbase