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Commercial Lines Producer/ Insurance Sales Agent - Fort Worth, United States - Patrice & Associates
Description
Job Description
Job DescriptionJob Title: Commercial Lines Producer/ Insurance Sales Agent - Experienced – Existing Book Required
Job Type: Full-Time (Hybrid - remote + office)
Compensation: Based on Agent's Book of Business (Revenue NOT Premiums)
Introduction: We are currently seeking a seasoned Commercial Lines Insurance Sales Agent to enhance our team. This role is ideally suited for a highly skilled professional with over 10 years of experience in commercial insurance sales and an established book of business. The candidate will play a crucial role in driving our company's growth by leveraging their expertise and client relationships in the commercial insurance sector.
Key Responsibilities: Proactively develop and maintain client relationships, ensuring high levels of customer satisfaction and retention. Identify and target potential new clients, utilizing a deep understanding of the commercial insurance market and competitive strategies. Present, promote, and sell commercial insurance policies using solid arguments and understanding of client needs. Bring and expand an existing book of business while exploring new opportunities to add value to the company's portfolio. Analyze clients' insurance needs and financial status to propose protection plans that meet their requirements. Negotiate policy terms and conditions with clients and insurance providers. Stay up-to-date with new products and enhancements in the insurance industry. Provide detailed reports on sales activities, performance, and market analysis. Collaborate with the underwriting team to facilitate risk selection and policy issuance.
Qualifications: Minimum of 10 years of sales experience in the commercial insurance industry. Existing book of business required. Proven ability to meet and exceed sales quotas. Comprehensive knowledge of insurance policies and legal regulations in the commercial sector. Strong negotiation and interpersonal skills, with the capability to build rapport with clients. Current Property and Casualty insurance license. Proficiency in using CRM software and Microsoft Office Suite. High level of integrity and professionalism.
Preferred Skills: Significant sales experience in the industry (10+) Existing book of business (owned/ retained/ brought with you) Professional insurance designations such as CPCU, CIC, or similar.
Benefits: Competitive package with performance-based incentives. Continuous professional development and career advancement opportunities. Supportive work environment with a focus on teamwork and innovation.
About Our Client: Our Client Company is dedicated to helping our clients continue to scale their business, diversify their products and services, and increase incomes and wealth for their teams. They focus on bringing clients the best value and outcomes. The most successful growth and perpetuation plans start many years before any transition, and they are committed to supporting their clients throughout this journey. The Company's mission is to provide top-tier insurance solutions with an emphasis on long-term relationship building and client satisfaction.
AI Searchable Keywords & Skills (Summation): Commercial Insurance Sales Client Relationship Management Book of Business Insurance Product Knowledge Sales Strategy Development Negotiation Skills Policy Analysis Risk Assessment Industry Regulations Property and Casualty License CRM Software Microsoft Office Suite Insurance Designations Client Retention Sales Quotas Professional Networking Market Analysis Sales Presentations Business Growth Strategies Team Collaboration
AI Searchable Keywords & Skills (Expanded): Commercial Insurance Sales - Expertise in selling insurance products specifically designed for businesses. Client Relationship Management - Ability to build and maintain strong relationships with clients, ensuring high retention and satisfaction rates. Book of Business - Experience in managing and expanding an existing portfolio of business clients. Insurance Product Knowledge - Deep understanding of various commercial insurance policies including liability, property, workers' compensation, and others. Sales Strategy Development - Skill in developing and implementing effective sales strategies that target new and existing clients. Negotiation Skills - Strong ability to negotiate terms and conditions of insurance policies with clients and underwriters. Policy Analysis - Proficiency in analyzing insurance needs and creating tailored insurance solutions for businesses. Risk Assessment - Capability to assess risk and make recommendations based on a client's specific business needs. Industry Regulations - Knowledge of legal regulations and compliance standards in the commercial insurance sector. Property and Casualty License - Required licensure for selling commercial lines insurance. CRM Software - Experience with Customer Relationship Management software to track client interactions and sales progress. Microsoft Office Suite - Proficiency in Microsoft Word, Excel, and PowerPoint for reporting and presentation purposes. Insurance Designations - Holding professional designations such as CPCU (Chartered Property Casualty Underwriter), CIC (Certified Insurance Counselor), etc. Client Retention - Ability to implement strategies that maintain high levels of client retention. Sales Quotas - Experience meeting and exceeding set sales quotas. Professional Networking - Skill in utilizing professional networks and connections to enhance business opportunities. Market Analysis - Ability to analyze market trends and adapt sales strategies accordingly. Sales Presentations - Expertise in preparing and delivering persuasive sales presentations to potential and existing clients. Business Growth Strategies - Experience in strategies that effectively contribute to business growth and client base expansion. Team Collaboration - Ability to work effectively in a team-oriented environment.
EOE - Equal Opportunity Employer
