Insurance Advisor/Producer

Posted: 06/12/2022

Position Focus:

  • Prospects, solicits, quotes and consults for new Commercial, Personal and Benefit Insurance accounts
  • Counsels and markets to existing clients
  • Prequalifies insurance prospects for insurability and quality of risk
  • Reviews expirations, endorsement, claim, audit and cancellations with Account Manager
  • Completes all required applications and documentation; obtains signed application
  • Support all Branch initiatives, as guided by Lawley values, sales culture and scorecard

 


Successful candidates possess:

  • Minimum of three (3) years’ experience in a similar or related position
  • Extensive sales skills and customer service focus
  • Ability to generate new business sales, retain existing business and cross sell other lines of business
  • Relevant understanding of insurance documents and policy forms
  • Pertinent knowledge of rating procedures, coverages and industry operations to effectively manage, maintain and write assigned client and prospect lists
  • Pertinent knowledge of insurance markets and special programs
  • Property/Casualty license; Insurance designations preferred
  • Extensive computer skills and knowledge of Microsoft Office, including Word, Excel, PowerPoint & Outlook
  • Independence and ability to function well on a team
  • Incredible attention to detail and organizational skills
  • Positive attitude, even in a high stress environment
  • A need to make customers and coworkers feel important and valued
  • Capability to work quickly and efficiently
  • Methodical, yet swift decision making skills especially in regard to prioritization
  • Participates in projects on an as-needed basis
  • Precise communication skills, even under time constraints