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Multi-line producer

Três Corações
Carroll Insurance Agency
Anunciada dia 11 dezembro
Descrição

We've created a corporate culture based on our mission and core values. The results create an environment that is truly rewarding.

Position: Multi-Line Producer

Location: Houston, TX

Carroll Insurance Agency is currently seeking qualified candidates for Multi Line Producer in Houston, Texas.


RESPONSIBILITIES AND DUTIES

* Identify target market segment for commercial insurance sales and develop criteria for prospecting and work with sales center personnel, if one in place, to obtain leads within this market.
* Make prospecting calls assigned by sales center, if one in place, and as necessary to obtain sales goals outlined by Sales Manager.
* Become active in trade associations of targeted markets and promote Carroll Insurance Agency within the organization.
* Obtain and complete applications and forward to sales manager or account manager all information necessary to market the account with insurance carriers.
* Provide risk management advice to prospects and clients.
* Work with Account Manager or Marketing Specialist to negotiate pricing, coverage, commissions, and preparation of proposals.
* Coordinate with Account Manager or Marketing Specialist to ensure that business is written appropriately.
* Make financial arrangements with clients to ensure premium is collected.
* Make follow-up calls on clients to ensure client satisfaction with the insurance program and to determine whether client needs have changed.
* Deliver policies to customers within two weeks of receiving them from service personnel.
* Cross sell accounts for other lines including personal lines, bonds, and financial services.
* Work with Account Manager and Accounting Manager to resolve any questions or collection issues.
* Work with Claims Specialist to insure prompt and timely settlement of loss.
* Promote Carroll Insurance Agency and the insurance industry within the community.
* Pursue a program for personal and professional development.


QUALIFICATIONS

* College degree desired with professional designation.
* Self-motivated.
* Organized, well-groomed appearance.
* Thorough knowledge of insurance coverage and application.
* Proven ability to close sales.
* Willing and able to travel.
* Holds Texas Property and Casualty License and Life, Accident, Health & HMO.
* Experience and proficiency using Microsoft Word and Excel
* Excellent verbal and written communication skills
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