Commercial Insurance Producer
Commercial Producer
Swarts, Manning & Associates, with locations in Nevada, California, and Utah, is seeking applicants for a Commercial Lines Insurance Producer in San Clemente, CA. This opportunity is designed for individuals that have a strong sales background and are ready to start a serious career in insurance sales with an organization eager to help them meet their goals and build a solid financial future.
Job Description:
Produce new commercial lines business utilizing the Swarts Manning portfolio of insurance companies by performing the following tasks:
- Engage and develop new clientele for commercial lines throughout the region.
- Provide proper hand off to the Account Executive and assist in anticipating client needs and helping to respond to client questions and issues in a timely manner.
- Make necessary contacts both inside and outside of the organization in order to obtain client requested information and then relay information.
- Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis.
- Create and present proposals to prospective clients.
- Ensure that all regulatory requirements are met and complies with all internal policies and procedures.
Experience Requirements:
- A least three years of sales experience.
- Holds appropriate P&C license. Professional designations a plus, e.g. CPCU, CIC, CISR etc.
- Insurance experience a plus.
Competencies:
- Must demonstrate a strong ability to network, develop relationships, and close deals.
- Proven time management skills are necessary. Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required.
- Strong active listening skills with the ability to ask thoughtful and probing questions in order to determine a client's needs. Must be detail oriented with effective follow-up skills.
- Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint); experience using customer or contact relationship management software strongly preferred, knowledge of AMS 360 is ideal.
- Demonstrated ability to function effectively as a team-oriented self-starter in a high visibility client environment.
- Proven ability to exercise sound judgment and strong problem-solving skills.
- Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.
Core Competencies:
- Sales
- Adaptability/Flexibility
- Attention to Detail
- Listening Skills
- Organized
- Team Player
- Professional & Ethical
- Microsoft Office
- Problem Solving
Benefits:
- Fully Paid Health Insurance
- Dental/Vision Insurance
- 11 paid holidays
- 10 days starting PTO
- 401k