Insurance Producer

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Job description

Are you ready for a change and an exciting opportunity? Come work with Partners Insurance Group LLC as an Insurance Producer. Our team oriented approach creates a fun and friendly work environment. This environment allows for everyone to excel at their strengths while having a great team as a support system in areas they need help.

Partners Insurance Group LLC is a wholly owned subsidiary of BayCoast Bank. Partners Insurance Group and BayCoast Bank are committed to heavily investing into the communities we serve while providing them with exceptional customer service. Partners Insurance Group LLC has 8 locations spread across South Coast, MA and RI and we're rapidly growing and creating new opportunities for growth. Partners Insurance Group is a MAIA 5 Star Agency with a strong focus on your professional development. Partners Insurance Group funds 100% of your continuing education not only for your insurance license but for college as well. In addition to our education benefits we have a very lucrative benefits plan that is almost unrivaled in the industry.

The Insurance Producer's primary duties are selling new insurance accounts and retaining the current client base. These activities will customarily involve sales meetings with clients outside the office.

Responsibilities

Expected to reach monthly/annual production goals.

Creates sales plans, telemarketing, and sales activities to reach individual goals.

Maintains good working relationships with the insurance companies and other distributors of insurance products. Also maintains good working relationships with the entire Partners team.

Attends and actively participates in all meetings as required.

Follows proper processes and procedures for professional and quality output in the best interests of the customer and client.

Stays informed of insurance industry developments and remains current with new insurance products and coverages

Conducting account reviews - Complete account reviews and contact clients via phone call on 100% of assigned accounts each week. This includes:

• Pre-call account review
• Verifying contact information
• Reviewing potential discounts and coverage gaps, including lines of business not written with the agency

Sending out follow up email or letter for client who we do not speak to on the initial outbound phone call. Prior to remarketing, determine reason for increase, review alternate ways to decrease the premium through additional discounts, change of billing plan, or increased deductibles. Also discuss the repercussions of rewriting an account. Treat remarkets like a new business i terms of underwriting questions and gathering any other pertinent information.

Qualifications

Maintain a professional knowledge of the business. Keep up-to-date on industry trends and changes. Appropriately licensed and continuing education completed.

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