Commercial Lines Producer – Santa Rosa

NorthWest Insurance Agency is seeking a self-directed sales professional to join our Santa Rosa team. The primary focus is on P&C commercial sales and the ideal candidate will be motivated to prospect, solicit, quote, sell new business, and retain existing clients through renewals. We are willing to train an applicant who has good communication and interpersonal skills and who is energetic and career-minded. We offer competitive compensation and growth opportunities in addition to the advantages of a small community lifestyle.

Overview

Prospect, solicit, quote, sell new business, and retain existing clients through proper renewals. Primary focus is on P&C sales with cross selling efforts into all NorthWest Insurance Agency lines of business. Professionally counsel and market to existing clients. Meet specific sales goals and service responsibilities, as determined in the producer’s annual business plan. Maintain service and sales standards promptly and efficiently.

Responsibilities

• Identify, develop, and pre-qualify prospects
• Prepare and conduct sales presentations to prospective and existing customers on new and renewal business
• Survey clients needs, exposures, coverage availability, and cross-selling opportunities
• Develop and follow a management approved annual business plan
• Adhere to company operating systems and procedures for sharing and communicating client and pertinent information among assigned team members
• Work effectively with others demonstrating flexibility and cooperation to accomplish team and department goals
• Participate in sales meetings, read and understand technical insurance information from all sources
• Maintain technical proficiency through continued educational development
• Obtain and maintain all licensing and continued education requirements
• Maintain thorough knowledge in market, industry, and economic and administrative trends.
• Design insurance programs, recommend coverages, and change and/or implement client programs
• Manage client expectations to reasonable levels within standard service, time frames and guidelines

Qualifications

• Works well in a team environment.
• Shows interpersonal and conflict resolution skills.
• Must be proficient in various software applications including MS Word, Excel, and Outlook.
• Ability to be self-directed.
• Must possess good written and verbal communication skills.
• Ability to delegate effectively.
• Ability to lead and mentor

Please email your resume with a cover letter to resumes@nwinsure.com or fax to 707-573-0313 - Attn Jeanne Fisher. Please include salary history and requirements.