Commercial Lines Insurance Producer

Peoples Bancorp Inc. Marietta , OH 45750

Posted 5 months ago

Job Purpose:

The primary purpose of this position is to produce, service and maintain a successful commercial insurance portfolio. To be successful in this role, a candidate must be self-motivated and self-functioning in the selling of all lines of insurance, specifically commercial property and casualty. Candidate must bring a great deal of discipline to the habits around prospecting and new business production.

Job Duties:

  • Responsible for meeting an aggressive sales goal for new business.

  • Responsible for maintaining a healthy pipeline of new targeted prospects.

  • Maintains a book of business by providing acceptable level of client service.

  • Must be able to maintain/update data within an agency management system and other CRM systems via computer.

  • Must be willing to provide and respond to referrals both internally and externally.

  • Meets with prospects to identify and uncover risk exposures.

  • Responsible for completing applications for coverage, obtaining appropriate signatures, pictures, supplemental applications and any other applicable underwriting information.

  • Work closely with the Account Manager to market new submissions.

  • Responsible for working renewal business in a timely manner. This includes working off of an expiration report, producing updated applications and assisting in the determination of where to client placement.

  • Presents proposals to prospects and current client in a timely manner.

  • Attends meetings and participates as required by leadership of the agency. Meeting would include organizational meetings and external meeting with carriers.

  • Marketing: Must be willing to serve as an ambassador for the organization in the community. Specifically, serving with civic organizations, volunteering, etc.

Education, Job Skills and

  • Associates degree, or equivalent experience required

  • Must be a licenses insurance agent

  • Minimum 5 years of insurance experience required

  • Excellent oral and written communication skills

  • Sales and service experience required

  • Must be able to multi task and manage time effectively

  • Proficient knowledge and experience using Microsoft Office products

  • Candidate must be a licensed P&C agent who currently has or is pursuing insurance designations (CISR,CIC, etc)

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Commercial Lines Insurance Producer

Peoples Bancorp Inc.