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Cross Insurance

Commercial Lines Producer

Reposted 3 Days Ago
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In-Office
Wellesley, MA, USA
Mid level
In-Office
Wellesley, MA, USA
Mid level
Generate and manage commercial lines insurance sales: prospecting, quoting, customizing coverage, renewing accounts, maintaining carrier relationships, documenting activity in agency management/CRM, meeting sales goals, and keeping required licenses and professional development current.
The summary above was generated by AI

The Cross Family of Agencies welcomes you. We need your talent and expertise.

Position Title:  Commercial Lines Producer

Corcoran and Havlin has an opening in our Wellesley MA location for an experienced Commercial Lines Producer.

Corcoran and Havlin is a proud member of Cross Insurance. If you are looking for a company with opportunities to grow your carrier, we are the Agency for you!

Basic Duties & Responsibilities.

  • Identify, solicit, analyze, and generate Commercial Lines sales for the company
  • Participate in the development of an annual sales marketing plan to meet annual sales goals
  • Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business generated or assigned.
  • Identify prospect and existing client exposures, make appropriate coverage and product recommendations, and customize insurance programs to eliminate gaps in coverage
  • Increase sales opportunities by identifying additional product offerings on existing clients to meet their insurance needs.
  • Provide a high level of timely & professional customer service to all prospective and existing clients
  • Provide potential clients with the appropriate products in accordance with the company’s underwriting rules and procedures to avoid risks and maintain a profitable book of business.
  • Maintain client relationships and the retention of accounts through client renewal meetings and adherence to department workflows
  • Cooperates in gathering information on renewals with Commercial Lines team members, supervise delivery of new & renewal business policies and / or binders and collection of premiums in accordance with agency policy & procedures
  • Develop long-term relationships with clients, carriers, underwriters, referral partners
  • Properly document all sales initiatives and correspondence within the agency management system as well as the CRM sales tools made available for the prospecting of potential clients
  • Participates in continuing professional development as required by state licensing requirements and Agency procedures and ongoing training of new products

Job Qualifications:

  • Property & Casualty Insurance License
  • Bachelor’s degree or equivalent experience  
  • Experience in insurance brokerage, carrier or related business sales experience including calling on senior business executives
  • Personable, highly motivated, goal- oriented organized individual that is driven to achieve individual sales goals
  • platforms
  • Strong communication skills (both oral & written), negotiation, and relationship building skill sets with the ability to close insurance sales
  • Excellent problem-solver who can work well with department team members and senior management and have a top-level executive presence
  • Advanced knowledge of Microsoft Office Suite and understanding of social media platforms

Compensation & Benefits:

  • Salary + Commission
  • Comprehensive benefit package Medical, Dental, Vision, 401K plan
  • Industry related education reimbursement

Working with Corcoran & Havlin/ Cross you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

Can we brag and tell you about our Benefits?  Corcoran and Havlin has a superior benefits package including health, dental, vision, life and disability insurance, 401K, , bonus, plus some work from home availability. We also take great pride in educating our team. We pay 100% of licensing costs as well as all P&C related courses.

Does all this sound good? Well, what are you waiting for? Send us your resume!

DISCLAIMER:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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