Job Details

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Reporting to the Profit Center Leader or Sales leader, the LPL Producer is responsibilities for sales and renewal of business, achieving new business goals to drive revenue and growth. Business is primarily conducted outside of the physical location of the office.

How You Will Contribute

• Responsible for the development and successful acquisition of new business revenue from new and existing clients.
• Prospect sectors or market areas by identifying business needs and proposing company products and services.
• Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or through personal visits.
• Maintain currency and further develop expertise in declared sector or market area by networking and participating in professional development activities.
• Work in tandem with the Commercial Lines Team for proposals, RFPs etc. with a clear course of action noted.
• Develop, present and sell new business proposals to appropriate prospects.
• Gather necessary information and develop, deliver and sell renewal proposals.
• Comply with account quality and size standards established by the agency.
• Perform periodic service calls on all accounts and provide or coordinate customer service requests.
• Conduct client coverage reviews and determine insurance coverage needs based on sound principles and updated legal requirements as well as carrier rulings by state.
• Sell additional coverage to existing clients.
• In conjunction with the service team, manage ICR process.
• Attend and actively participate in regular sales meetings.
• Participate in the overall agency effort to develop and maintain strong company relationships through positive contacts with company representatives.
• Assist the marketing department in the securing and negotiation of quotations and the placement of coverage with appropriate insurance carriers.
• Achieve annual sales goals and provide regular feedback to the Sales Manager and Profit Center Leader on progress toward those goals.
• Achieve educational and professional development goals established by agency management.
• Leverage CRM to identify, target, and contact prospective clients. Ensure CRM is maintained with all activity on a regular basis.
• Maintain a professional demeanor and actively support and promote a positive public image for the agency.
• Pursues a course of personal, professional development.

Required Skills:

• Bachelor's degree or experience to commensurate the same.
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 2+ years experience functioning in an insurance agency or carrier including sales experience
• Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)

• Strong technical knowledge of the industry of expertise currently being targeted.
• This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.

Pay Range
$100,000 - $150,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".